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Investment Services  

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Investment Services

The Interra Investments 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. As a member benefit, you have access to a complimentary 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
  • Complimentary, 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

*Interra Investment Advisors are registered representatives of CUNA Brokerage Services, Inc. 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.
**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. FR-2099090.1-0418-0520
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