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Heartland Credit Union Investments

Overview

Brokerage services offered at Heartland Credit Union are available through LPL Financial

  • Asset Allocation
  • Brokerage Services
  • Money Market Funds
  • Mutual Funds
  • Portfolio Management
  • Stocks & Bonds (brokerage services)
  • Tax-Deferred Fixed & Variable Annuities
  • Tax-favored Investments
  • Unit Investment Trusts

Whether you're a conservative, middle-of-the-road, or aggressive investor, LPL Financial, provides financial opportunities in friendly places to investors just like you.

You may choose from a broad spectrum of investment services. To provide the high level of service that you expect, LPL Financial is a "self-clearing broker-dealer," utilizing the latest technology to clear and settle your brokerage transactions quickly and accurately.

When you open a LPL Financial brokerage account, you may also take advantage of the following services:

  • Dividend Reinvestment
  • Direct Deposit of Settlements into Checking/Savings Accounts
  • Consolidated Statements, including mutual fund positions

 

HCU-II-Color-Logo

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Heartland Credit Union and HCU Investment and Insurance Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured | No Credit Union Guarantee |
May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, Arkansas, California, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Michigan, Missouri, Nebraska, New Jersey, New York, Oklahoma, Virginia, Washington, and Wyoming.