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Wealth and Insurance Services

Whether you're just starting out, or if you've been investing for years, we are here to help.

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Wealth & Retirement Planning

Interra Investment planning is available through LPL Financial* offering complete wealth and retirement planning services that are personalized for you.

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Insurance Services

Life swings in many directions. To make sure you are prepared for the unexpected, Interra Investments offers access to life and disability insurance. In addition, you can take advantage of a life insurance policy review.

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Long-Term Care Planning

The costs associated with the unknown variables of long-term care continue to rise. The wealth advisors at Interra Investments will help you understand the options available and develop a strategy to help you protect your assets.

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Business Wealth Preservation

As a business or agribusiness owner, your greatest asset is the business or land that you have grown and developed. To maintain and even potentially help you grow your assets, the Interra Investments team will work with you, offering individualized options to meet your needs, now and in the future.

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Jim Kirk, ChFC, RICP, CLU
VP of Wealth Management
Katelyn Kelter Portrait 2023 v3
Katelyn Kelter
Financial Advisor
Mike Metcalf Portrait Into Lens
Mike Metcalf
Financial Advisor
Leia Earl Portrait 2023
Leia Earl
Client Services Associate
The financial professionals at Interra Investments are financial advisors with, and 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. Interra Credit Union and Interra Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Interra Investments and may also be employees of Interra Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Interra Credit Union or Interra Investments. Securities and insurance offered through LPL or its affiliates are:
Investment Disclosure BOXES

The LPL Financial registered representative(s) 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.