Ryan Yocum

Meet one of TCU Investment Services' knowledgeable financial representatives.

Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals.

We can start small and seek growth or evaluate and build upon your current financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in a more advantageous way. We'll review your situation periodically and make adjustments as needed. It just makes sense. As your life changes, so do your financial needs.

Prior to entering the financial industry in 2013, I proudly served 10 years in the U.S. Air Force. I have personally been a member of credit unions my entire life and enjoy serving the members of TCU by:

Giving people strategies and tools to help their money work hard for them
Providing guidance and direction along the way to assist them in continuing to make smart financial decisions in their life
Educating them on ways to effectively protect their assets during their life and best distribute remaining assets in a more tax-efficient way at death

Contact Information

Ryan Yocum
ryocum@tcunet.com
(765) 225-2165
57 Putnam Plaza
Greencastle, IN 46135

570 U.S. Highway 31 South
Crawfordsville, IN 47933

Professional Qualifications

Registered Representative of LPL Financial
Check Ryan's background on FINRA's BrokerCheck

Professional Services

I have a strong history of working with credit union members, their family and their friends.

Financial Planning
Investment Management
Personal Financial Assessments
Tax-Advantaged Investment Planning
Retirement Income Planning
Wealth Management
Portfolio Management
Comprehensive Financial Guidance
Retirement Planning
Insurance Planning

Together we'll answer the tough questions to give you financial confidence:

Is your retirement money invested properly?
Will you have enough income in retirement?
What should you do with a retirement plan from a previous employer?
How will you pay for a child's or grandchild's education?
What would happen to your family financially if you died?
How will you pay for long-term care?

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

Disclaimer

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). The Following Statement Applies Only to Products Provided by LPL: Insurance products are offered through LPL or its licensed affiliates. TCU Investment Services and Teachers Credit Union (TCU) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TCU Investment Services, and may also be employees of TCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TCU or TCU 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.