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Deborah Krumwiede
Financial Consultant

Xceed Financial Credit Union
2195 Monterey Hwy., Suite 50
San Jose, CA 95125
Phone: 408.283.4381
Fax: 408.287.3920
deborah.krumwiede@lpl.com

Biography
Debbie Krumwiede has been serving members and addressing their investment needs since 1992. As a Financial Consultant, she can create a comprehensive plan that will incorporate your goals and objectives resulting in educated and confident financial choices. Debbie is a retirement specialist, and has aided thousands of members with their 401k rollovers and distribution choices.

Licenses
Debbie holds the following FINRA Registrations through LPL Financial: Series 7 General Securities, Series 63 Uniform Securities Agent State Law, and Series 65 Uniform Investment Advisor Law. Debbie is also a Trust Liaison Officer and holds her California State Life and Health License.

Debbie has in-depth knowledge of the following areas:

  • Retirement Planning
  • Estate Planning
  • Risk Analysis
  • Investment Portfolio Management
  • Employment Transitioning
  • College Planning

Debbie is registered in the following states: AR, AZ, CA, CO, HI, KY, MA, MI, MN, NC, NV, OR, TX, WA

The Xceed Financial Credit Union website contains links to sources outside the Credit Union that we believe are useful to visitors and members. Once you are linked to another site, you are subject to the privacy policy and terms of use of the new site. XFCU is not responsible for the content presented within the LPL Financial web site.

Securities & Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Investment and Insurance products are not credit union deposits, are not insured by the NCUA or any federal government agency, are not obligations of or guaranteed by a bank, credit union or LPL Financial, and are subject to investment risks, including possible loss of principal amount invested.

LPL Financial does not represent in any capacity either Xerox or the Xerox retirement plans.

Please be advised that while Xceed Financial Credit Union provides services and products to Xerox employees and their families, the Credit Union is a separate legal entity and is neither owned nor controlled by Xerox Corporation.