Jason R. Muench, CRPC™, CFP®
LPL Financial Advisor
1117 S 10th Street, Manitowoc View Map
Email jmuench@UnitedOne.org
General email Invest@UnitedOne.org
Phone (920) 652-2570
Business Hours: Monday - Friday 9:00 a.m. – 5:00 p.m.
Jason Muench is an LPL Financial Advisor with UnitedOne Retirement & Investment Services and has served as the program manager since it's establishment in the early 2000's (formerly known as the Financial Services Center). He is available to meet over the phone or in-person at our 10th Street office in Manitowoc or our Superior Avenue office in Sheboygan. With over 25 years of experience, Jason helps new and existing clients identify attainable financial goals and works with you to pursue them in a way that is simple and easy to understand. Together, you'll create a personalized "financial roadmap" for investing, retirement, and other important financial decisions and milestones.
Jason and his wife Amy live in Manitowoc and enjoy family activities with their children and grandchildren. They’re also intentional about travel and look forward to soaking up as much of the United States as they can. Jason is an active runner and enjoys being outdoors.
Check the background of this investment professional on FINRA's BrokerCheck.
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.
*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. UnitedOne Credit Union & UnitedOne Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UnitedOne Retirement & Investment Services, and may also be employees of UnitedOne Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UnitedOne Credit Union or UnitedOne Retirement & Investment Services. 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 |
CHARTERED RETIREMENT PLANNING COUNSELOR™ and CRPC® are registered service marks of the College for Financial Planning®. The CFP® certification marks are not affiliated with LPL Financial.
