Investment Services

  • Planning advice provided by experienced professionals
  • Personalized service
  • No-obligation consultations

Let's bring your future into sharper focus

In the rush of everyday life, it's important to find enough time to look ahead. At Investment Services, located at Purdue Federal Credit Union, we can walk you through ways to potentially grow your wealth, protect your family or plan your retirement.

Access Your Account

Get information about your account, obtain a copy of your statements and confirmations or get the latest information on markets, quotes and financial news.

Investments

Stocks, bonds, mutual funds and more. We offer access to financial instruments that can help you build a better portfolio.

Insurance

The best policy is to be prepared. Credit union members can qualify for great rates on life, auto, health, variable annuity and other types of coverage.

Retirement Planning

The best years of your life? Absolutely. With the right approach, you can have the money you need to live exactly as you saved for.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
 

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. Purdue Federal Credit Union and Investment Services Located at Purdue Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services Located at Purdue Federal Credit Union and may also be employees of Purdue Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Purdue Federal Credit Union or Investment Services Located at Purdue Federal Credit Union. 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

Purdue Federal Credit Union provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay Purdue Federal Credit Union for these referrals. This creates an incentive for Purdue Federal Credit Union to make these referrals, resulting in a conflict of interest. Purdue Federal Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/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.