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About Us

Guiding You Along Your Financial Path

Guiding You Along Your Financial Path

Founded in 2010, Alliant Retirement and Investment Services is located at Alliant Credit Union. We are dedicated to delivering customized financial planning services to members across the United States who are seeking guidance to address their financial needs and objectives. Additionally, our partnership with LPL Financial as our broker/dealer allows us to offer a comprehensive range of investment choices that align with our clients' financial goals for themselves and their families.

Committed To Client Comfort & Success

Committed To Client Comfort & Success

At Alliant Retirement and Investment Services, we pride ourselves on working outside the traditional systems. Our dynamic approach to communication includes webinars, financial education, social media engagement, and a podcast, ensuring that we meet and interact with our clients and prospects in the most effective ways possible. Whether through Zoom, phone calls, or in-person meetings where applicable, we are committed to making the financial planning process as comfortable and streamlined as possible for clients across all 50 states.

Driven by the values of loyalty, innovation, trust, integrity, education, and helpfulness, we strive to empower our clients with the knowledge and confidence needed to navigate their financial journeys successfully.

A Look Into Our Process

How much will you need to save for the retirement you picture? Each client is unique in their financial situation, goals for the future, and tolerance for risk. When you agree to talk with a Financial Consultant, you should expect to answer some essential questions so that he or she can accurately match you to the product that fits your financial plan.

Answering questions like, “What is my yearly income?” and “What can I comfortably save for retirement?” can be difficult to share with someone. It’s imperative for your financial health to be able to trust the person responsible for your savings. The more that you can share with your Financial Consultant, the more they will be able to personalize your financial plan to support your needs.

By asking questions about your net worth, financial needs, retirement plans, and comfort level with investing, your Financial Consultants will suggest a product or products that can help you work toward your goals.

Remember: you’re never obligated to make any investments with Alliant Retirement and Investment Services. As we strive to uphold a fiduciary standard in advisory relationships, our Financial Consultants work hard to give you the best advice possible, but you are ultimately in full control of your finances.

About LPL

About LPL

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States."

For more information about LPL Financial, visit www.lpl.com.

We Want To Hear From You

Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones.

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