Brian P. Bock, CRPC® | Collins Wealth Management | Collins Community Credit Union.
Collins Community Credit Union

Brian P. Bock, CRPC®

Vice President, Wealth Management

Brian P. Bock, CRPC®
Contact Information

319-395-6453
bbock@collinscu.org


After receiving my Bachelor of Arts degree from the University of Northern Iowa in 1993, I joined Collins Wealth Management. I've earned the Chartered Retirement Planning Counselor, CRPC® designation from the College for Financial Planning, the nation’s premier provider of graduate-level financial education.

There’s nothing more rewarding than helping clients through the retirement process. For over three decades, our team has helped hundreds of people prepare for retirement with confidence. There are few things I enjoy more than seeing my clients a few months after they’ve retired, free from stress and with more time to devote to family, hobbies, and travel. We would love to share the joy of that retirement journey with you.

I currently reside in Solon with my wife, Molly, and our five children. Outside of work, I love spending time with my family, being outdoors, and competing in triathlons.

 


Guided Wealth Portfolios combines digital investing with personalized guidance from a dedicated advisor. Whether you're just getting started or growing your wealth, we're here to help. Invest with confidence knowing you have access to professional guidance tailored to your goals whenever you need it.

Start with Brian


Important Legal Disclosures

Check the background of investment professionals on FINRA’s BrokerCheck.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Collins Community Credit Union and Collins Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Collins Wealth Management, and may also be employees of Collins Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Collins Community Credit Union or Collins Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

 

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS


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