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MMFCU Investment & Retirement Services
Invest In Your Future
Our investment and retirement services team can help you with investing retirement money, or provide comprehensive wealth management services – from 401(k)s, annuities or IRAs to college savings and long term care plans. The financial life planning they provide can help identify your current needs and outline a plan for your future.
Access Your Investment Accounts
Current investment clients can access their investment account and portfolio information through ‘Account View’ by LPL, along with valuable investment information.
If you do not have log-in information, please call your local office and ask for Anissa, Mark, Matt or Wendy.
Serving You
Through Mid Minnesota Investment and Retirement Services you can meet with an experienced LPL Financial Advisor to discuss investment strategies for comprehensive and individualized financial strategies to help you work towards your financial goals.
Meet Our Team
Our team offers comprehensive wealth management and retirement planning—including 401(k)s, IRAs, annuities, and college savings. We’ll help you identify your current needs and build a strategic plan for your future. Request an appointment today.
Know who you are working with
Check the background of the investment professional associated with this site on FINRA’s BrokerCheck.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC). Insurance products offered through LPL Financial or its licensed affiliates . Mid Minnesota Federal Credit Union (MMFCU) and Mid Minnesota Investment & Retirement Services (MMIRS) are not registered broker/dealers or investment advisor. Registered representatives of LPL offer products and services using MMIRS and may also be employees of MMFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MMFCU or MMIRS. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, Florida, Iowa, Kansas, Minnesota, Montana, Nebraska, North Carolina, North Dakota, New York, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin and Wyoming.