Investments

Make the Most of Your Money
Since 1986, the Vantage Investment Services Group * has helped our credit union members move toward achieving their financial goals. Our LPL registered Financial Advisors are affiliated with LPL Financial, one of the nation’s leading diversified services companies and the largest independent broker-dealer **, supporting approximately 700 financial institutions nationwide.

LPL Financial offers extensive investment product and platform solutions, support and technology, which enable us to provide more than just standard brokerage services. As such, we provide an independent, holistic approach to serve your individual financial planning and investment needs.

Vantage Investment Services Group can assist you with:

  • Financial planning
  • Retirement planning
  • Wealth management
  • Education planning
  • Insurance analysis

Whether you need to set objectives, develop a new financial plan, or review your current portfolio, Vantage Investment Services Group can help.

Assess My Risk Tolerance

Schedule a Complimentary Analysis

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314.264.5350/direct call
800.522.6009/request to speak to a Vantage Investment Services Group representative

Access My Investment Accounts

Check the background of investment professionals associated with this site on FINRA’s Broker Check.

* Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Vantage Credit Union and Vantage Investment Services Group are not registered broker/dealers nor affiliated with LPL Financial.

Not NCUA Insured No Credit Union Guarantee May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of Missouri and Illinois.

** As reported by Financial Planning Magazine, June 1996-2013, based on total revenue.