Investment & Retirement Services

Financial advice to help achieve your goals

U of I Community Credit Union offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, extensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial advisor Priscilla Henning at U of I Community Investment Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, is available online and at our First Street location to speak with you about your unique financial situation and goals.

Why work with a financial advisor?

You work hard for what you earn. Make sure your savings and investments are preparing you for the future you want. A financial advisor can help you plan to achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.

A comprehensive approach

Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your financial advisor will help you prioritize what’s important today, while planning for a confident financial future.

Solutions and advice aligned to you

Through Ameriprise Financial, you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies to comprehensive financial planning that covers key aspects of your financial life — to help you meet your goals. And, your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.

Products and services available through Ameriprise Financial

About Ameriprise Financial

As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future. Ameriprise Financial has remained true to its vision of putting its clients’ interests first for 130 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients¹, with more than $1 trillion in assets under management and administration².

View the Ameriprise FINRA BrokerCheck listing.

Financial Services Team

The U of I Community Investment Advisors team is here to assist you. We offer access to a wide variety of products and you can count on us for qualified advice that puts your interests first.

Priscilla Hennig

Financial Advisor

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To help our representatives focus on your financial goals and needs, we have a support team that can get you started on the right path. Feel free to call Hermione Davis to set up an appointment or answer questions.

Learn More about the AdvisorsRequest a no-cost consultation

Check the background of these investment professionals on FINRA’s BrokerCheck.

Upcoming Webinars

Stay tuned for more webinar events!

Frequently Asked Questions

Is there any cost to meet with one of your Financial Advisors?

What training and credentials do your Financial Advisors have?

Can you help me with options for a 403(b) or 401(k) account?

I’m self-employed, how can you help me with financial planning?

¹Company Report
²Ameriprise Financial Q2 2024 Earnings Release
³The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
U of I Community Credit Union is not affiliated with Ameriprise Financial, Inc.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.