Purdue Federal Credit Union

Phone #: 800.627.3328
Routing #: 274976067

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Investment Services

The Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

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

 

Financial advice for your future

With more than 40 years combined wealth-management experience, Financial Advisors Melissa Acher, Ashley Russell and Patrick Leon can help you reach your financial goals. Schedule a no-cost, no-obligation appointment today. 

 

The advisors can assist you withInvestment-Services_logo-72.png

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

 

Financial Advisors

 

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Melissa Acher 

Financial Professional

melissa.acher@cunamutual.com

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Ashley Russell

Financial Professional

ashley.russell@cunamutual.com

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Patrick Leon

Associate Financial Professional

patrick.leon@cunamutual.com

LEARN MORE  

Schedule an appointment today: Call 765.497.8847

 

*Investment Services Advisors 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-2887924.1-0120-0222


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