Retirement Planning

Indiana Members Investment Services available through LPL Financial, offers retirement services for those in any stage of the retirement planning process.

No matter if you’re just getting started planning for retirement, ready to retire or are already enjoying retirement, we can help you pursue your goals!

Indiana Members Investment Services, through LPL Financial, offers:

  • Planning Assistance
  • Retirement Plan Rollover Services
  • Individual Retirement Accounts (IRAs)
    • Traditional IRAs
    • Roth IRAs
    • Spousal IRAs
    • Rollover IRAs
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 achieve your personal financial goals and provide information on various products and services.

Check the background of investment professionals on FINRA's BrokerCheck(Opens in a new Window).

Meet the Investment Team

Investment Services

Financial Management





































Retirement Plan Calculator








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.