Investment Services
Offering quality service from people you know, located at a financial institution you have confidence in. Turn to us for guidance in financial planning, investment management, and retirement planning.
Providing investment services for the individuals and families we proudly serve.
We believe the best investment advice starts with us listening to you. With your goals, timelines, and risk tolerance in mind, we customize an investment strategy based on sound practices and attentive service, always ready to adapt to changes in your life. Your diversified portfolio can include various combinations of these investments:
- Mutual Funds
- Stocks
- Bonds
- Annuities, including Fixed Interest Annuities, Index Annuities, and Variable Annuities
Check the background of investment professionals on FINRA's BrokerCheck.
Chart your financial future with Indiana Members Investment Services.
Retirement Planning
Access retirement services for any stage of the retirement planning process. It's never too early, or too late, to create a plan.
Financial Planning
Our professionals can help you create a strategy to pursue your financial goals and provide information on various products and services.
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Have someone from our Indiana Members Investment Services team contact you.
Virtual Financial Education Workshops
Sign up for one of our online workshops to explore various financial topics. The more you build up your financial literacy, the better prepared you'll be for the future. We're always offering valuable workshops providing information you can put to use immediately.
All workshops begin at 6 p.m. ET.
MORE WEBINARS COMING SOON!
Diversify your retirement savings with IRAs.
Whether you choose Traditional or Roth IRAs, these accounts can play a key role in your retirement planning. We’ll answer all your questions about finding the right IRA to support your long-term financial goals.
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.