Working Together To Reach Your Goals.
Kohler Credit Union has partnered with the MEMBERS Financial Services program to make available a variety of insurance and investment options. Check the background of the investment professional on FINRA’s BrokerCheck.
How can a MEMBERS Financial Services Representative help you?
- There are more choices than ever before for investing. You need to have help in determining which products are suited for your needs.
- Retirement planning – Depending on where you work, there are a wide variety of retirement programs that are available. Unfortunately, employer provided programs alone may not provide enough money for retirement. The MEMBERS Financial representative can help you be prepared.
- At different points in your life, you will have different financial objectives. When you work with a financial professional that you trust it may be easier to reach your goals.
While there are many investment opportunities available, Kohler Credit Union members need to be aware of potential risks since investments made through the MEMBERS Financial Services Program are not federally insured unlike deposits made with Kohler Credit Union.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC Insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.