Investment Services

Talk to the Indiana Members Investment Services representatives for a wide range of retirement, 401k rollovers investment and insurance needs. The program can provide a package of protection and asset accumulation products that can provide a package of protection and asset accumulation products that can help you meet your personal financial objectives...whether those objectives involve saving for a home, providing a college education, or planning a comfortable retirement.

Gregg Perrey and Tom Wellman, The Indiana Members Investment Services Representatives, are dedicated career professionals who were carefully selected and trained to serve credit union members. They can work with you to help you achieve your personal financial goals and provide information on products and services. 

MEMBERS Financial Network  - Web-based, do-it-yourself information and research center.

      
Tel: 317.610.3945
Fax: 317.610.3948

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all 50 states of the United Stated of America.