- We’re here to help! There’s no risk or obligation
- Get answers to your investment questions
- Meet a Financial Advisor at your local branch
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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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A personalized financial plan includes various products and services. Our Financial Advisors can offer:
- Tax-favored accounts such as IRAs
- Access to investment options such as:
- Mutual Funds
- Annuities
- Stocks
- Bonds
Our Financial Advisors can help you:
- Identify and set specific, realistic goals
- Create an investment strategy
- Prepare for market volatility and inflation risks
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Jim and Ralph can also help balance your investment strategy with:
- Retirement planning
- Saving for your children’s college
- Life insurance
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We make a number of educational opportunities available to our members throughout the year. Dates for upcoming complementary virtual seminars will be announced soon!
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Yes! Our Adventure Retirement and Investment Services team can help you with your investment needs.
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Yes! Our Adventure Retirement and Investment Services team can help you plan for a confident retirement.
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The Adventure Retirement and Investment Services team can assist you with a 529 College Savings Plan. Contact our Adventure Retirement and Investment Services team today.
Experienced Financial Advisors
Your Goals Are Our Priority
Where are you today? Where do you want to be tomorrow? Our Adventure Retirement and Investment consultants are here to help you plan and seek to achieve your investment goals.
Frequently Asked Questions
TruStage™ is not affiliated with or endorsed by LPL Financial or Adventure Retirement and Investment Services.
TruStageTM Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.
CMGA-4769383.2-0623-0625 © TruStage
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. Adventure Credit Union and Adventure Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Adventure Retirement and Investment Services, and may also be employees of Adventure Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Adventure Credit Union or Adventure Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Registered Representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Adventure Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Adventure Credit Union for these referrals. This creates an incentive for Adventure Credit Union to make these referrals, resulting in a conflict of interest. Adventure Credit Union is not a current client of LPL for advisory services. Please visit Institution Plain English Disclosure | LPL Financial for more detailed information.
