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

 
 

LPL Account View

Online Access to your investments. Organize your finances and plan for your future. 


 
Check the background of investment professionals on FINRA's BrokerCheck.
Meet the Investment Team

Retirement Planning

Financial Management





































Virtual Financial Educational Workshops

Join an upcoming workshop from the comfort of your home or office where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan. Attend as many virtual workshops as you like.

All workshops begin at 6pm EST.

Topics will include:

January 13th, Social Security & Your Retirement Planning 

6pm EST - link to register below
  • 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

January 27th, Three Transitions to Retirement

6pm EST - Link to register below
  • 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

February 10th Investment Diversification

6:00pm EST - Link to register below
 
  • What traditional portfolio diversification is
  • How the investment landscape changes
  • How you can pursue your goals while mitigating risk
  • How new annuity options help you rethink diversification

February 24th Women & Investing

6:00 EST - Link to register below
 
  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities

March 10th Understanding Medicare

6:00 EST - Link to register below
 
  • 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

March 24th Road to Retirement 

6:00 EST - Link to register below
 
  • How do I get the most from my pension and Social Security?
  • How should I invest to generate income during my retirement?
  • How can I make sure that I can meet my health care needs?
  • What sources of income should I draw upon and when?








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.