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Investment Services  

Find out more information about our investment professionals and check their background
at FINRA’s BrokerCheck.

Investment Services

As a member benefit, you have access to a complementary financial consultation, portfolio management from experienced advisors, and access to a full range of investment opportunities such as:

  • Set up a Traditional or Roth IRA
  • Rollover a 401(k)/pension plan if you've changed jobs
  • Create a retirement income plan
  • Manage investments
  • Select the right insurance for you
  • Free, personalized investment portfolio review

Each member’s situation can be a little different, so please contact Interra Investments, located at Interra Credit Union, with any questions or to set up an appointment!

Contact Interra Investments Learn More

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-1208841 . 1-0515-0617
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