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Investment Services

Plan for your future with Astera Investment Services

  • Investment Services

    Financial Planning

    Astera Investment Services provides a comprehensive financial plan through LPL Financial. By developing a successful working relationship, our Investment Representative, Russell V. Dawson can help you pursue your financial goals.

    Whether you’re a seasoned saver and investor or just getting started, we’re ready to help you.

    Click here to set up an appointment with Russell today!

    Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

    Retirement Plans

    We offer:

    • Self-Directed Plans
    • Universal Plans
    • 401(k) Plans
    • Plan Design Assistance
    • Pension & Profit Sharing
    • Plan Review
    • IRAs

    Alternate Investments

    We offer:

    • Managed Futures
    • REITs
    • Concentrated Equity Strategies
    • Private Equity
    • Non-Traded BDCs
    • Alternative Strategy Mutual Funds

    Future Planning

    With a wide range of knowledge, our investment representative can also provide:

    • Fixed Income Planning
    • Insurance options
    • Advisory Financial Services
    • Financial Strategies
    • And More!

    Securities and advisory services 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. Astera Investment Services and Astera Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Astera Investment Services and may also be employees of Astera Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Astera Credit Union or Astera Investment Services. Securities and insurance offered through LPL or its affiliates are:The LPL Financial registered representative associated with this website may discuss/an 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.

  • Client Experience

    Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

    Discovery

    • What do you hope to accomplish?
    • Investment Objective?
    • What is important about money to you?
    • Should we proceed?
    • Gather financial information (Statements, Taxes, Trust, Wills, etc.)

    Analysis

    • Case Design
    • Asset Allocation
    • Review current investments
    • Review titling / beneficiaries
    • Prepare financial analysis
    • Prepare investment recommendations

    Presentation

    Collaborative session to:

    • Review Financial Plan
    • Review financial recommendations

    Implementation

    Agree on next steps:

    • Prepare new account paperwork
    • Fund new accounts
    • Re-title accounts (if necessary)

    Securities and advisory services 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. Astera Investment Services and Astera Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Astera Investment Services and may also be employees of Astera Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Astera Credit Union or Astera Investment Services. Securities and insurance offered through LPL or its affiliates are:The LPL Financial registered representative associated with this website may discuss/an 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.

     

  • Meet our Investment Representative

    Russell V. Dawson | Investment Representative

    Russell currently resides in Lansing, while his child Khalil is studying Business & Finance at Florida A&M University. Russell is proud of being a substantial part of his community. He often volunteers at the local Kiwanis Club of Lansing. In his leisure time he enjoys attending church, working out, music, photography and most importantly spending time with his family and friends.

    Russell is originally from Miami, Florida where he grew up and graduated from Florida A&M University (FAMU). He obtained his BA in Business with an emphasis in Finance. He went on to earn his graduate degree-Master’s in Business Administration (MBA).

    Russell’s financial services career began in the banking industry where he spent his first 18 years working in several locations around the United States that included Charlotte NC, Austin TX, Chicago IL, and Miami FL. He has held various positions that include Vice President in Retail Bank Leadership, Business Banker and Regional Sales Manager. After relocating to Michigan, he has been practicing locally for the past three years and recently decided to join LPL Financial in providing quality services and guidance to credit union membership.

    As an Investment Representative, Russell provides client investment strategy oversight, financial planning and technology supported through LPL Financial, the largest independent broker-dealer* in the nation. Russell currently holds FINRA Series 7, 66 and 24 Principal registrations through LPL Financial. He has Life, Health, Disability and Variable Insurance licenses in Michigan. Financial advisors supported by LPL Financial are proud to be a source of objective advice for accumulating and managing personal wealth.

    He is currently securities licensed in Michigan and Florida.

    *As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

    Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

    Securities and advisory services 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. Astera Investment Services and Astera Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Astera Investment Services and may also be employees of Astera Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Astera Credit Union or Astera Investment Services. Securities and insurance offered through LPL or its affiliates are:The LPL Financial registered representative associated with this website may discuss/an 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.

Are you ready to get started?

Let Astera Investment Services help you plan your future today!

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