Simplicity Retirement & Investment Services
Planning for your future doesn’t have to be overwhelming—especially with the right people by your side. Our experienced financial advisors are here to help you make smart, confident decisions at every stage of life. Whether you’re building your savings, planning for retirement, or simply exploring your options, our team is ready to meet you where you are and guide you toward your goals.
It’s easy to get started. Call 844.769.2667 for a no-cost, no-obligation consultation.
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Jason Buchinger
LPL Senior Financial Advisor
Registered Representative of LPL Financial.
Over the last 27+ years, through educational workshops and one-on-one conversations, Jason has guided many individuals in making confident financial decisions. He does this by focusing on each person’s comfort level, investment timeline, and long-term goals. Together, you can build a strategy centered around three key priorities: growing wealth during your working years, achieving financial independence in retirement, and transferring assets in a tax smart, meaningful way. Jason regularly reviews plans with his clients, making thoughtful adjustments as life unfolds. As your needs evolve, he’ll be there–every step of the way.
Education
- Winona State University, BS in Finance and Business Administration, graduated in 1997
- University of Phoenix, MBA, graduated in 2008
- CRPC, Chartered Retirement Plan Counselor
- Holds Series 7, 63, and 65 licenses
Affiliations
- Junior Achievement Volunteer
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Ethan Posteluk
LPL Financial Advisor
Registered Representative of LPL Financial.
As a financial advisor, Ethan is passionate about helping individuals and families make informed financial decisions and build confidence in their future. He works closely with clients to understand their goals, investment timeline, and comfort level with risk, creating personalized strategies designed to support their long-term success.
Together, you can focus on three key priorities: growing wealth, pursuing financial independence, and creating a meaningful legacy for future generations. Through ongoing guidance and regular reviews, Ethan helps clients stay on track as life evolves and remains committed to supporting them every step of the way.
Education
- Holds Series 7 and 66 licenses
Affiliations
- Young Professionals Member
- Advisor Academy Graduate ’26
Securities 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. Simplicity Credit Union and Simplicity Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Simplicity Retirement & Investment Services, and may also be employees of Simplicity Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Simplicity Credit Union or Simplicity 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.
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