Financial professionals are here to help you make a plan that works.

No cost. No obligations. Just 40 years of combined experience working with you to learn about your financial situation, goals and needs. Schedule a complimentary financial advising appointment anytime.

Our mission is to provide financial security to as many members as possible, breaking down the barrier of complexity, fear and access when it comes to the core needs of every member:

  • Help with growth of assets for the future
  • Income generation in retirement and beyond
  • Protection in the form of insurance
  • Leaving a legacy for the next generation

A financial professional can assist you with:

  • Investments
  • Rollovers**
  • Educational Funding
  • Trust Planning
  • Estate Planning
  • Individual Retirement Accounts
  • Life and Disability Insurance
  • Annuities
  • Long-Term Care Plans

 

Meet our Financial Professionals

 

Financial Professionals

Check the background of these investment professionals on FINRA’s BrokerCheck.

Purdue Federal Credit Union serves members worldwide and operates branches throughout Greater Lafayette, Crown Point and La Porte, Indiana.

Investment Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
 
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
 
FR-3729434.1-0821-0923