Investments & Insurance | Landmark Credit Union

Management for your wealth. In total.

Investments, taxes, estate planning...the list of financial concerns and considerations facing you today is seemingly endless, and there are no easy answers.

We are in the business of helping you address your financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your journey towards financial success.

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

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Investment Products & Services

Make investments and choose services that will keep you on the right path. From retirement planning to estate planning, we have some to help you at each point in life.

Financial Consultants

We offer personal guidance for your financial needs. Whether your financial affairs are relatively simple or very complex, working with a consultant can help you plan for your financial future. Schedule a consultation today!

Building Wealth Newsletter

The Building Wealth newsletter delivers money management insights, advice, news and research directly to you. Sign up today.

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. Landmark Credit Union and Landmark Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Landmark Investment Center, and may also be employees of Landmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Landmark Credit Union or Landmark Investment Center. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Landmark Credit Union
Guaranteed

Not Landmark Credit Union
Deposits or Obligations

May Lose
Value

The LPL Financial registered representatives 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.

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