Investment Services

Offering quality member service from people you know, located at a financial institution you have confidence in.

Together, we can help you seek your financial goals.

Mutual Funds
Stocks
Bonds
Annuities
- Fixed Interest Annuities
- Index Annuities
- Variable Annuities

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Meet the Investment Team

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Retirement Planning

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Financial Management

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Virtual Financial Educational Workshops

Please consider joining one or all of our popular workshops from the comfort of your home or office, where a variety of topics will be discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan. All workshops begin at 6pm EST.

Topics will include:
April 9th, Women and Investing Presented by, Karen Kuhlmann We'll Explore: Key investment principles every women should know Important opportunities like asset allocation Understanding investor behavior Differences between financial products like mutual funds and annuities Register Here
April 23rd, Get to Know the Social Security Rules for Retirement Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Michael Silverstein from TruStage™ Annunities will walk through specifics about Social Security and help you understand: The rules for starting Social Security benefits How spouses coordinate their benefits Different things you can do to potentially increase your benefits Where Social Security fits into your retirement plans Register Here
May 7th, Learn How to Manage Investment Risk This seminar is presented by Michael Silverstein from TruStage™. They'll help you understand: What traditional portfolio diversification is How the investment landscape changes How you can achieve your goals with minimal risk How new annuity options help you rethink diversification Register Here
May 21st, Income for Life This seminar is presented by Michael Silverstein from TruStage™. They'll help you understand: What traditional portfolio diversification is How the investment landscape changes How you can achieve your goals with minimal risk How new annuity options help you rethink diversification Register here
June 4th, Three Transitions to Retirement Michael Silverstein from TruStage™ Annunities will answer your retirement questions and help you: More confidently address the financial, lifestyle and emotional transitions to retirement Guard against risks and manage the inevitable ones Gauge when you're ready for retirement Register Here
June 18th, Understanding Medicare Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process. Michael Silverstein from TruStage^™ Annuities will answer your Medicare questions and help you understand: Key differences between Medicare parts A, B, C and D Tips for choosing your coverage How to enroll in Medicare How to plan your retirement income with health care costs in mind Register Here

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.