Charles Vergara, CFP, AIF - Security Federal Investment Services

Charles Vergara, CFP, AIF - Security Federal Investment Services Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

www.finra.org, www.sipc.org. Insurance products are offered through LPL or its licensed affiliates. Security Federal Savings Bank and Security Federal Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Security Federal Investment Services, and may also be employees of Security Federal Savings Bank. Th

ese products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Security Federal Savings Bank or Security Federal Investment Services. Securities and insurance offered through LPL or its affiliates are:

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

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives 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.

09/18/2025

Need Help?

Give me a call at 765-471-3507

07/10/2025

Life Insurance?

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765-471-3507

Address

2827 US 52 W. Ste. E
West Lafayette, IN
47906

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17654713507

Website

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Security Federal Investment Services

I work with the Investment Services division at Security Federal Savings Bank of Lafayette, Indiana. I also have offices in the Logansport, Kokomo, and Delphi. As an active member of the community, I help individuals, families, and businesses create wealth and financial security. I provide value to my clients by developing creative solutions for each of their unique financial situations.

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

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