Investment & Retirement Services

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Be Ready For Whatever Your Future Holds

The U of I Community Investment Advisors team is here to help you plan for and pursue your financial goals. Creating financial plans and making investment decisions is easier with a financial professional working alongside you, and you can have confidence that you’ll receive the respect and care you’ve come to expect as a credit union member. We’re committed to making the road ahead smoother for you and empowering you to create the future you want to have! Whether you’re just starting out, raising a family, or nearing retirement, our team of experienced professionals is here to guide you with member-focused financial management services.

Services are offered through LPL Financial*. For more information about LPL Financial, please visit LPL.com.

Planning beyond your pension.

Our Financial Professionals are ready to help you with:

 

• Investments and Retirement Planning

• 403(b) and 401(k) Options

• Planning for Retirement Income

• Education Planning

• Life and Disability Insurance

• Legacy Planning

• Qualified Charitable Distributions

• Roth and Traditional IRAs

• And More...

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Financial Services Team

The U of I Community Investment Advisors team is here to assist you. We offer access to a wide variety of products and you can count on us for qualified advice that puts your interests first.

Priscilla Hennig

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Financial Advisor, LPL Financial
Rep Bio

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Are you a self-directed investor seeking the perfect balance of independence and professional guidance? Then, Guided Wealth Portfolios1 might be right for you.

Learn More

Priscilla's Money Minutes

To help our representatives focus on your financial goals and needs, we have a support team that can get you started on the right path. Feel free to call Hermione Davis to set up an appointment or answer questions.

Jade Campbell

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LPL Financial Advisor

Request a no-cost consultation

Check the background of these investment professionals on FINRA’s BrokerCheck.

 

Access your investment account

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Upcoming Webinars

  • Rollover Planning: June 5, 6pm. Register here

Frequently Asked Questions

Is there any cost to meet with one of your Financial Advisors?


No, this service is provided on a no-cost, no-obligation basis.

What training and credentials do your Financial Advisors have?


Our advisors have successfully completed their Series 7 and Series 66 Securities License examinations and are also licensed for Life Insurance and Health Insurance by the State of Illinois.

Can you help me with options for a 403(b) or 401(k) account?


Yes, we can help provide options for you to consider for those type of investments.

I’m self-employed, how can you help me with financial planning?


We can assist with financial planning strategies including SIMPLE IRAs and SEP IRAs.


LPL Financial Form CRS

*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. U of I Community Credit Union and U of I Community Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using U of I Community Investment Advisors, and may also be employees of U of I Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, U of I Community Credit Union or U of I Community Investment Advisors.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

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.

The LPL Financial registered representative(s) associated with the website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

1Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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