Financial Management
Pursue your financial goals with confidence when you partner with Indiana Members Investment Services, available through LPL Financial.
Pursue your goals with a team that supports each step forward.
Create a savings and investment plan that adapts to changes in your life.
Explore strategies that aim to increase and preserve your net worth.
Discover ways that aim to generate income from various assets.
Steady financial planning from advisors focused on you.
The possibilities are endless when it comes to what you want to achieve and how you want to get there. By working with Indiana Members Investment Services, you benefit from our expertise and strategies to create a focused investment plan. Save for the short term, retirement, or both, that strive to help strengthen your finances.
Indiana Members Investment Services advisors help credit union members to plan for what’s next. Call 317.610.3945 or complete the contact form today to schedule your no-cost consultation.
Retirement Planning
For every stage of retirement planning, turn to Indiana Members Investment Services. We'll customize a plan that complements your overall wealth management strategy.
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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. Indiana Members Credit Union and Indiana Members Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Indiana Members Investment Services, and may also be employees of Indiana Members Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Indiana Members Credit Union or Indiana Members 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 |
Indiana Members Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Indiana Members Credit Union for these referrals. This creates an incentive for Indiana Members Credit Union to make these referrals, resulting in a conflict of interest. Indiana Members Credit Union 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.
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.