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Investment Services

We believe in planning for the future.

IU Credit Union Investment Services

Our Focus
We want to be your long-term trusted advisor for financial planning services. IU Credit Union Investment Services understands that no single investment or combination of investments is right for everyone. Representatives will help you identify your needs and will provide sound advice to help you make an informed decision that is best for you.

We can help you with:
•   Financial Planning
•   Retirement Planning
•   Mutual Funds
•   Stocks and Bonds
•   Tax-deferred Annuities
•   Insurance Services

Consider the investment objectives, risks, and charges and expenses of an investment company carefully before investing. This and other information about an investment company is contained within a prospectus which can be obtained from a registered representative of IU Credit Union Investment Services and should be carefully read before investing or sending money.

 

Our Team
Jim Spore, CFP®
Mindy Sanders

Jim Spore, CFP
AVP, Registered Principal of
IU Credit Union Investment Services
812-855-4803
jspore@lasallest.com

Mindy Sanders
Registered Representative
812-855-4803
investmentservices@iucu.org

Our Investment representatives are committed to your financial success. We want you to be comfortable talking with us about your finances.

Our registered investment professionals will provide you with unbiased information and will use clear and easy to understand terminology in order to guide you through every aspect of the investment process.

Take the First Step
At IU Credit Union Investment Services, you will receive professional, personalized and complete investment services.

There is no cost or obligation when you meet with an investment representative. This "get acquainted" session allows you and IU Credit Union Investment Services to become more familiar with each other.

During your meeting, you will be assisted in identifying and prioritizing your goals and exploring various investment opportunities.

To schedule an appointment contact us at:

IU Credit Union Investment Services, Inc.
410 S Woodscrest Dr. • PO Box 368
Bloomington, IN 47402-0368
812-855-4803
Fax 812-855-2171
investmentservices@iucu.org

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