Results for "investment center"

  • FAQ

    What is the minimum balance required to open an IRA?

    Opening an IRA is accessible with an initial balance of $0.00, coupled with a new or existing $5 Landmark savings account. While this minimal amount allows you to establish your IRA, it's important to note that we offer a range of investment options, some of which may necessitate a higher initial deposit.

    Are you interested in enhancing your overall financial management? Contact Us today for additional details and to arrange a no-obligation consultation. We're here to provide you with valuable insights and guidance.
     
    Disclosure - Securities, Financial Planning, and Insurance Products are offered through LPL Financial, member FINRA/SIPC. Not NCUA insured. No credit union guarantee. May lose value. Landmark Credit Union and Landmark Investment Center are not a registered broker/dealer, nor are they affiliated with LPL Financial.
  • FAQ

    Can I roll over my 401(k) into an IRA?

    Yes, you can roll over your 401(k) into an IRA. If you're considering a direct rollover from an employer plan, the employer will typically provide the necessary paperwork. At Landmark, we can assist you with the Direct Transfer paperwork required to move your 401(k) into an IRA. To initiate transfers or rollovers, visit any branch location, bringing along your most recent statement or distribution election packet.

     

     

    Are you looking to enhance your overall financial management? Please don't hesitate to contact us for additional information and to arrange a no-obligation consultation. We're here to help you make informed decisions about your financial future.

    Disclosure - Securities, Financial Planning, and Insurance Products are offered through LPL Financial, member FINRA/SIPC. Not NCUA insured. No credit union guarantee. May lose value. Landmark Credit Union and Landmark Investment Center are not a registered broker/dealer, nor are they affiliated with LPL Financial.
  • FAQ

    Which services can be scheduled for an appointment?

    We now offer branch appointments for the following services:
    • Opening a checking, savings or certificate account
    • Opening a Health Savings Account (HSA) or Individual Retirement Account (IRA)
    • Opening a business account
    • Renewing a matured certificate
    • Meeting with an Investment Center Consultant
    • Signature Guarantee
    • Specialized Services - including notary services, account changes requiring documentation (marriage, death, divorce, POA, etc.), stop payments, disputes and other complex service-related items
    We also offer appointments over the telephone for additional questions and applying for a loan (Personal, Home Equity or Vehicle). Schedule an appointment today!

    Appointments with a Spanish-speaking associate are available at the following branches:
    • Cudahy
    • Franklin
    • Oak Creek
    • Racine Grove
    • Racine Rapids
    • Racine Washington
    • West Allis
    • West Milwaukee
    • Milwaukee South
    Schedule appointment with a Spanish-speaking associate

    Appointments Regarding Home Loans Please note, that appointments with a Mortgage Loan Officer should be made by contacting the Loan Officer directly.
  • FAQ

    What is your fax number?

    Our fax numbers can be located on our contact us page.
  • FAQ

    What is the mortgagee clause for Landmark Credit Union?

    The mortgagee clause is:
    Landmark Credit Union, ISAOA, ATIMA
    Attn: Insurance Service Center
    P.O. Box 390780
    Minneapolis, MN 55439-0780