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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.

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

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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Need help locating a broker, advisor or firm? Please visit BrokerCheck - Find a broker, investment or financial advisor (finra.org).

Jim Kirk PRESS RELEASE
Jim Kirk, ChFC, RICP, CLU
Lead Financial Advisor
Tyler Rensberger PRESS RELEASE
Tyler Rensberger, CRPC
Lead Financial Advisor
Holly Napier PRESS RELEASE
Holly Napier, CRPC
Associate Financial Advisor
Matt Todt PRESS RELEASE
Matthew Todt
Associate Financial Advisor
Bev Benner PRESS RELEASE
Bev Benner
Sr. Wealth Management Client Associate
Tanner Klosowski Headshot
Tanner Klosowski
Wealth Management Client Associate
574-534-2506 ext. 7396
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 [credit union name]. 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 my be made or accepted from any resident of any other state.