Credit Union Partnership

We Offer Financial Institutions Strength, Stability, and Scale

We currently partner with three credit unions that rely on the support and resources of Landis Investment Advisors to offer their members in-house investment, financial planning, and wealth management services.

We are positioned to be a long-term partner with your financial institution through:

  • Commitment to service. As your partner, we provide Credit Unions with the advisors, quality service, regulatory expertise, extensive reporting tools, innovative technological capabilities, marketing support, comprehensive training programs, professional advice and quality products that enable your institution to expand its service offering.
  • Freedom of product choice. Landis Investment Advisors offers no investment products of its own. To help you address the needs of your members we have access, through LPL Financial, to thousands of individual securities and leading providers of investment and insurance products.
  • Objective investment research. Because Landis Investment Advisors and LPL Financial do not offer proprietary products or engage in investment banking activities, we’re able to provide timely perspectives on the ever-changing economic marketplace, enabling our advisors to help your members understand and adjust to the latest financial developments.
  • Strength and stability. LPL Financial is the number one independent broker/dealer in the country1 , serving approximately $628 billion in brokerage and advisory assets, with $115 billion attributable to our financial institution partners.2
  • Institutional wealth management and trust resources. Our resources can help your financial institution attract the interest of high-net-worth customers and members, and provide additional value through powerful specialization.

1 As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
2 As of December 31, 2018

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