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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:

Securities are not credit union deposit accounts and therefore are not NCUA insured, nor are they obligations of or guaranteed by IU Credit Union. Investment securities can involve certain risks, including the potential for possible fluctuations in investment return and the possibility of loss of principle.

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.

*Consult a tax advisor for additional information.

 

 

Our Team

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
msanders@lasallest.com

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.

Check the background of our investment professionals with FINRA's BrokerCheck.

 

 

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
jspore@lasallest.com

Please note: Your emails are only secure when sent through one of our Secure Email Systems. All emails containing sensitive information (i.e. account numbers, Social Security numbers, tax returns, W-2s, etc.) must be sent by following our Secure Email instructions. To access or learn more about one of our Secure Email Systems, click here.

 

Not NCUA Insured    May Lose Value    No Credit Union Guarantee

IU Credit Union Investment Services, Inc. is a registered branch of LaSalle St. Securities, L.L.C.a registered broker/dealer. Jim Spore is a Registered Principal and Mindy Sanders is a Registered Representative of LaSalle St. Securities, LLC. 940 N Elmhurst, IL 60126-1131. Member FINRA/SIPC.

IU Credit Union Investment Services is a wholly-owned subsidiary of IU Credit Union. Securities offered through LaSalle St. Securities, L.L.C., 940 N Industrial Dr. Elmhurst, IL 60126, member FINRA/SIPC.

This website does not constitute an offer or solicitation of an offer to sell securities or insurance products. Such an offer can only be made by a registered representative of IU Credit Union Investment Services, Inc.

 

 

© 2016 IU Credit Union. All Rights Reserved.

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