Meet Interra Investments
Katelyn Kelter
Katelyn Kelter
Financial Advisor

At Interra Investments, serving Interra Credit Union members, you will find that our focus is on you. The investment strategies we provide are what we believe are in your best interest. With over a decade of financial experience, I will work with you to pursue your long-term financial goals.

Being a Financial Advisor is more than a job to me. I am passionate about educating my clients and providing them unwavering support. I enjoy hearing stories about what is important to you and what you want for your future. It is beyond rewarding having the privilege to help clients learn about what is possible financially and helping them realize what they can achieve with a plan in place.

You will find that I am committed to understanding your situation and listening to your needs. I will have your best interest in mind. Being located at Interra Credit Union and a lifelong area resident, I am well connected to the needs of people like you and me who live and work in this community.

A graduate of NorthWood High School, I went on to Indiana University of South Bend, where I received an Associates of Business. From 2014 to 2017 I worked at Interra Credit Union as an IRA/HSA Specialist and then continued my career working with other financial advisors until I found myself back at Interra Investments where it feels like home.

Originally from Nappanee, I live in Elkhart with my husband and our two young boys. In my free time I enjoy working on home projects and going on small adventures with my family.

Professional Services

Retirement Planning, Investment Management, Tax-advantaged, Investment Planning, Life Insurance Planning, 401(k) Planning, Retirement Income Planning, Wealth Management and Portfolio Management

Phone:

574-975-3222,

Branch:

4330 Elkhart Road, Goshen, IN 46526

Toll Free:

888-432-2848, 7373

Business Hours:

M-F 8am to 5pm and by appointment.

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

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