Education Planning
Indiana Members Investment Services, available through LPL Financial, offers education planning for individuals.
Education planning and funding can be beneficial for parents or grandparents saving for their young children or grandchildren, to help ensure their loved ones are able to attend higher education.
Education Savings Accounts
- 529 Savings Plans
- Coverdell Education Savings Accounts
Call 317.610.3945 today to schedule your no-cost consultation!
Available through LPL Financial
The Indiana Members Investment Services Representatives are dedicated career professionals who were carefully selected and trained to serve credit union members. They can work with you to help pursue your personal financial goals and provide information on various products and services.
Check the background of investment professionals on FINRA's BrokerCheck.
additional planning services
Indiana Members Investment Services offers other services to assist you in planning for your future goals. For more information on the services available to you, click on the links below.
education planning. plan for the future.
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.