Lake Michigan Investment Services (LMIS) is committed to providing high quality consulting services to accounts of all sizes and levels of sophistication. Our goal is to provide members with a financial strategy to address your current and future financial needs. We will provide advice and make recommendations to help you address these goals.

Investment services which provide tax advantages, income, or growth are available to the credit union members through LMIS, a subsidiary of Lake Michigan Credit Union. The available services & investments include:

• Retirement Planning
• Portfolio Review
• Retirement Income Planning
• Education Planning
• Roth 401k's
• IRA's, SEP IRA's, 401K's, Roth IRA's, Simple IRA's
• Stocks, Bonds, Money Market Funds, Tax-Free Bond Funds
• Stock Funds, Tax-Deferred Annuities, Unit Investment Trusts
• Fee-Based Planning

Please contact Scott Kanai at (616) 643-0611 or Thomas Proos at (616) 643.0643 to schedule an appointment, or toll free at (800) 242.9790 extension 611 for Scott or extension 643 for Tom.

Their assistant, Sara, can be reached at (616) 242.9790 ext: 9134 or toll free at (800) 242.9790 ext: 9134.

Meet the new addition to our team!
Matthew Zahn can be found at the Alpine, Leonard, Wyoming or Sparks Offices Monday - Friday. Stop by a branch to meet him, call him at (616) 643.0606 or toll free at (800) 242.9790 ext: 606.

Click here for additional investment information.

These financial products are not deposits with or obligations of Lake Michigan Credit Union, are not guaranteed or endorsed by the financial institution or its affiliates, and are not insured by the NCUA, The Federal Reserve Board or any other government agency. Purchases of non-deposit products involve investment risks including possible loss of the principal amount invested.

Securities and advisory services are offered through Linsco/Private Ledger, member NASD/SIPC. The credit union is not a broker/dealer, nor is it affiliated with Linsco/Private Ledger.