TAMPA, Fla.--(BUSINESS WIRE)--
INVEST Financial Corporation (INVEST) today announced it will provide
brokerage and investment services for two new financial institutions.
The recent additions to INVEST’s growing network include:
- MidWest America Federal Credit Union, $490 million in assets (Fort
Wayne, Indiana)
- Lake State Federal Credit Union, $184 million in assets (Moose Lake,
Minnesota)
“We are pleased to welcome two new financial institutions to INVEST and
look forward to building lasting relationships with each entity,” said
Steve Dowden, president and CEO of INVEST Financial Corporation. “As
INVEST continues to expand its footprint in the credit union space, we
are dedicated to providing each organization with custom-tailored
practice management and technology support. Additionally, we are
continuing to focus our efforts on streamlining business operations to
increase back-office efficiencies.”
INVEST currently supports more than 150 banks and credit unions and more
than 1,100 representatives nationwide. The Tampa, Fla.-based firm is a
subsidiary of National Planning Holdings® (NPH®),
one of the largest independent broker-dealer networks in the industry.
INVEST was the first broker-dealer to conduct a securities trade in a
bank lobby and has remained an industry leader in providing brokerage
services for financial institutions for 30 years.
Financial institutions interested in learning more about INVEST can
contact the firm’s Business Development Team at (800) 245-4732, option
2, or visit www.investfinancial.com.
About INVEST Financial Corporation
INVEST Financial Corporation (www.investfinancial.com),
a subsidiary of the National Planning Holdings, Inc.® (NPH®)
independent broker-dealer network, is a full-service broker-dealer based
in Tampa, Fla. NPH is an affiliate of Jackson National Life Insurance
Company® (Jackson®, www.jackson.com),
one of the largest life insurance companies in the United States.
Securities, related services, and insurance products offered through
INVEST Financial Corporation, member FINRA, SIPC, a Registered
Broker-Dealer and Registered Investment Advisor, and its affiliated
insurance agencies, are not FDIC or NCUA insured; are not deposits
of, obligations of, or guaranteed by any bank or credit union; and, are
subject to investment risk, including the possible loss of principal
amount invested.
INVEST, Lake State Federal Credit Union and MidWest America Federal
Credit Union are independent entities.

for INVEST Financial Corporation
Melissa Hernandez,
303.224.7572
melissa.hernandez@npholding.com
Source: INVEST Financial Corporation
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