Personal

Investments and Retirement

Get friendly guidance from our experienced team.

If you could use help planning your successful financial future, turn to the professionals at Veridian Investment Services. You can get assistance in many areas:

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Investment services

Make sure you're getting the most out of your investments and that you're at the right level of risk for your age.

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Retirement planning
Figure out how much you'll need to enjoy your golden years in comfort – and then learn how to get there.

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401(k) transition assistance
Explore the options for your employer-sponsored retirement savings after retiring or starting a new job.

Already working with our team?

Access your investments

Meet the Veridian Investment Services team

Set up a no-cost consultation with a professional near you to analyze your current financial situation and determine how we can help you focus on your long-term goals and expectations.

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Curtis Malone

West Des Moines
515.289.5554 | 800.235.3228

Available by appointment only:
Johnston, Waukee, Des Moines 

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Justin Dams

Waterloo
319.236.5670 | 855.828.0906

Available by appointment only:
Cedar Falls

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Mike Ramker

Waterloo, Waverly
319.236.6706 | 855.828.0906

Available by appointment only:
Cedar Falls

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Lary Feldkamp

Cedar Rapids, Independence, Oelwein
319.743.6481 | 855.828.0906

Available by appointment only:
Coralville

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

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. Veridian Credit Union and Veridian Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Veridian Investment Services, and may also be employees of Veridian Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Veridian Credit Union or Veridian Investment Services. 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

The LPL Financial registered representative(s) associated with this 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.

 

Locate a Branch

Serving all 50 states digitally with branches in Iowa and Nebraska.

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