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Personalized investment services to meet your goals

We’ll work with you to develop a comprehensive, cohesive financial plan that fits your unique needs and allows you to meet your financial objectives.

Invest with Leaders

We’re leading the way to a secure financial future with an array of automated and personalized investment services to help you meet your goals.
Managed/Advisory Investment Accounts
Stocks, Bonds, and Mutual funds
Exchange-Traded Funds (ETF)
Fixed and Variable Annuities
Real Estate Investment Trusts (REIT)
Unit Investment Trusts
Life Insurance
Individual Retirement Accounts (IRA)
Group Retirement Accounts, 401(k), 403(b), Simple and SEP IRAs
Long-Term Disability and Care Insurance
Start Investing Now
Invest with Leaders
Guided Wealth Portfolio

Get the convenience of automated investment advice combined with personalized service when you need it.

 

  • Personalized investment roadmap to help you meet your goals.
  • Regular review of asset allocation to minimize your risk.
  • Options to help you minimize your taxes.
Guided Wealth Portfolio
LPL Financial Statements

The financial tool you need to manage your investments.

 

  • Secure access via our online portal
  • Organize & manage your investments
  • Review your account 24/7 from anywhere in the world
LPL Financial Statements

Meet Our Investment Champions

Kevin Smith

Kevin Smith

LPL Financial Planner

Check the background of this investment professional on FINRA's BrokerCheck.

214 Oil Well Rd | Jackson
Brant Tibbs

Brant Tibbs

LPL Financial Planner

Check the background of this investment professional on FINRA's BrokerCheck.

214 Oil Well Rd | Jackson

The reviews are in

Don't take our word for it. Read why our members love banking with Leaders.

    star chart 4.9 out of five

    4.9

    4.9 out of 5 (341 Member Reviews)

    Asset Protection

    Asset Protection and Risk Management

    Including proper coverage of life insurance, disability and long term care.

    Review of Asset

    Review of Asset and Debt Positions

    Including cash flow analysis, saving and investing requirements and asset allocation.

    Income Tax Strategies

    Consider Income Tax Strategies

    Including tax efficient and tax deferred investing.

    Why Leaders Investment Services?

    Why Leaders Investment Services?

    We Integrate The Five Key Areas of a Strong Financial Foundation.

    Start Investing Now
    Individual Retirement

    Review Each Individual Retirement Situation

    Including helping to design retirement goals, strategies and allocation of resources, which include IRA and 401K strategies.

    Estate Structuring

    Estate Structuring

    Including business succession strategies and efficient distribution of individuals' assets to future generations and/or charities.

    Asset Protection

    Asset Protection and Risk Management

    Including proper coverage of life insurance, disability and long term care.

    Review of Asset

    Review of Asset and Debt Positions

    Including cash flow analysis, saving and investing requirements and asset allocation.

    Income Tax Strategies

    Consider Income Tax Strategies

    Including tax efficient and tax deferred investing.

    Individual Retirement

    Review Each Individual Retirement Situation

    Including helping to design retirement goals, strategies and allocation of resources, which include IRA and 401K strategies.

    Estate Structuring

    Estate Structuring

    Including business succession strategies and efficient distribution of individuals' assets to future generations and/or charities.

    Want to meet us?

    We can't wait (and neither should you). Our Investment Services team is located at our Oil Well branch.
    See Location Page

    Frequently Asked Questions About
    Investment Services

    We offer a list of investment services to help you work toward both short and long-term objectives. Some of our offerings include:

     

    • Stocks, Bonds, and Mutual funds
    • Managed/Advisory Investment Accounts
    • Exchange-traded funds
    • Fixed and Variable Annuities
    • Real Estate Investment Trusts
    • Unit Investment Trusts
    • Individual Retirement Accounts (IRA)
    • Group Retirement Accounts, 401(k), 403(b), Simple and SEP IRAs
    • Life Insurance
    • Long-Term Disability Insurance
    • Long-Term Care Insurance

    We also offer LPL Financial Statements to help provide you consolidated account information. If you already have an investment option of ours, feel free to sign up for an account today

     

    Ready to get started? Speak to one of our Financial Planners today by calling 731.664.1784, ext. 1152 or 731.664.1784, ext. 1247 to get started on planning out your financial future.

    We have two representatives that can help answer your questions and provide you the information needed to make the right investment decision.

     

    You can contact either of the following people:

     

    Please feel free to check the background of our investment professions on FINRA's BrokerCheck.

    Here at Leaders, we integrate what we call The Five Key Areas of a Strong Financial Foundation. These areas include the following items:

     

    • Asset Protection
    • Risk Management
    • Review of Asset and Debt positions
    • Income Tax Strategies
    • Review each individual retirement situation
    • Estate structuring including business succession strategies

    We also offer LPL Financial Statements to help provide you consolidated account information. If you already have an investment option of ours, feel free to sign up for an account today!

     

    Ready to get started? Speak to one of our Financial Planners today by calling 731.664.1784, ext. 1152 or 731.664.1784, ext. 1247 to get started on planning out your financial future.

    Guided Wealth Portfolio allows you to invest in your future with our new online platform. This new platform combines the benefits of a personal financial advisor with the sophisticated technology you need for your investment future. This service provides you personalized, objective investment advice through an online platform that gives you 27/7 access to your accounts.

     

    Ready to get started? Simply answer a few questions to receive a proposal that is customized for you. Get started today

    With investments through Leaders Credit Union, you can view your financial statements thought LPL Financial Statements. This allows you to consolidate all of your account information and organize your investment accounts.

     

    Ready to get started? Create an account today

     

    Already have access to LPL Financial Statements? Log in today to review your accounts

    At Leader's Credit Union, we offer investment services like no other! If you have questions in regards to your Guided Wealth Portfolio or how to get started please feel free to reach out to Kevin E. Smith at:

     

    Want to see what our recommendations are now for you Guided Wealth Portfolio? Simply answer a few questions to receive a proposal that is customized for you. Get started today

    Still have questions? Visit our Help Center.

    Disclosures

    This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

     

    • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
    • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
    • We are registered to offer securities in the following states: AR, KY, MS, OH, TN

     

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

     

    Not Bank Deposits

    or

    Obligations

    May Lose
    Value
    Not Bank
    Guaranteed
    Not Insured by FDIC or Any
    Other Government Agency