Investment Services

Need help building your investment portfolio?

That’s where IH Mississippi Valley Credit Union Investment Services steps in. From building wealth outside your income to financing retirement or education and beyond, we’re with you every step of the way. Whether you’re looking for comprehensive financial guidance, a plan to achieve a specific goal or just some sound advice, we’re here to help.

IH Mississippi Valley Credit Union Investment Services can help you with a range of products and services:

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    Retirement planning

    • 401(k) rollovers
    • Roth IRA
    • IRA transfers
    • Education IRA
    • Tax-deferred options
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    Insurance planning

    • Term life insurance
    • Cash value insurance
    • Long-term care insurance
    • Disability insurance
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    • Variable annuities
    • Index annuities
    • Fixed annuities
    • Immediate annuities
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    Fixed Income

    • Corporate bonds
    • Government bonds
    • CDs
    • Index CDs
    • Unit investment trusts (UIT)
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    General Investments

    • Trust accounts
    • Tax-free options
    • Tax-efficient options
    • Children’s accounts
    • Portfolio allocations
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    Mutual Funds

    • Tax-free bond funds
    • Tax-efficient funds
    • Growth funds
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    • Common and preferred stocks
    • Real estate investment trusts (REIT)
    • Exchange traded funds (ETF)
    • Unit investment trusts (UIT)


Our financial team is uniquely qualified to provide you with exceptionally sound financial advice and help improve your financial well-being.

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Bob Blaze, CFP® Financial Advisor

Bob has been helping clients with financial planning for more than 20 years, and a CFP® professional for more than 10. He currently specializes in personalizing wealth accumulation strategies, Individual Retirement Accounts (IRAs) and retirement plan rollovers.

Education: B.A., Loras College

Contact Bob today!

(309) 793-6200 ext. 80195

Our advisors are securities licensed in IA, IL, FL, GA, MO, NV, OK, SC, TX and WI.
Securities offered through LPL Financial, member FINRA ( ) & SIPC ( ). Insurance products offered through LPL Financial or its licensed affiliates. IHMVCU and IHMVCU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. 

© Copyright 2017. IH Mississippi Valley Credit Union. All rights reserved. Federally Insured by NCUA | Equal Housing Opportunity | NMLS #463074

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