Invested In Your Future
Investments for Everyday Life
Whatever your stage of life or income level, we are here to provide personalized financial guidance to help you pursue your dreams.
KCU Investment & Retirement Services offers a variety of investment and insurance options to help you plan for the journey ahead. You can set up a no-cost, no-obligation appointment with one of our investment professionals by emailing [email protected] or calling 920.783.2312.
Learn more about the benefits of working with a financial professional.
How can our team of financial professionals help you? Through a variety of services including:
- 401K & retirement planning
- Investment services
- Financial planning
- Education accounts
- Insurance offerings
- Estate & wealth management
- Brokerage & portfolio accounts
Check the background of investment professionals on FINRA’s BrokerCheck.
While there are many investment opportunities available, Kohler Credit Union members need to be aware of potential risks since investments made through KCU Investment & Retirement Services are not federally insured.
Financial Professional Benefits
One of the advantages of partnering with a firm like ours is the assurance that a team of highly experienced financial professionals will collaborate with you to monitor your investments and work toward you staying on course. Investments are only one part of your overall financial picture. As specialists, we consider every aspect of your financial life when crafting personalized retirement strategies.
- No cost, no obligation appointments
- In-person, virtual or phone availability
- The convenience of managing your banking and retirement planning in one location.
- 50+ years combined experience in the insurance and investment industry.
- Full-service brokerage firm
401k & Retirement Planning
Planning for retirement involves navigating a variety of savings options and investment strategies, along with making important assumptions about factors like inflation, Social Security benefits, longevity, and healthcare costs. Additionally, you’ll need to make lifestyle decisions, such as choosing your retirement location and deciding whether you’ll continue to work in some capacity. With so much to consider, it can feel overwhelming, especially if you’re unsure where to begin. KCU Investment & Retirement Services team of financial professionals is here to help you every step of the way, to make sure you are confident with your retirement journey decisions.
Popular Retirement Savings Options:
- 401K’s and other employer-sponsored retirement plans
- Individual Retirement Accounts
Retirement Resources
Want to learn more? Check out some recent blog posts and videos on various retirement topics:
Seminars and Events
Join us for one of our seminars on investments and retirement! We host seminars regularly covering a range of topics with subject-matter experts so you can feel confident and informed about your retirement and investment decisions.
Seminar Series events are 100% complementary and open to the public, but reservations are required.
Explore upcoming events and reserve your spot below.
Check back for upcoming events
Disclosures
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA http://www.finra.org/ /SIPC http://www.sipc.org/). Insurance products are offered through LPL or its licensed affiliates. Kohler Credit Union and KCU Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using KCU Investment & Retirement Services, and may also be employees of Kohler Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kohler Credit Union or KCU Investment & Retirement 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.
Kohler Credit Union follows all necessary security measures when protecting our members from fraudulent activity. Due to these security measures, Kohler Credit Union will never request your password or PIN information over the phone, in person or through email. Do not respond if you are contacted by someone who asks for this information. They are neither a Kohler Credit Union employee nor a representative of the credit union. Please call 888.528.2595 if you have questions about information you are being asked to supply.
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