Investment & Retirement Services Team
Tom Binversie
VP Wealth Management
Tom is a financial advisor at KCU Investment & Retirement Services located at Kohler Credit Union. He has been in the insurance and investment business for more than 24 years and holds a bachelor’s degree in business administration and international business from Lakeland University.
John Frausto
VP Wealth Management
John is VP Wealth Management at KCU Investment & Retirement Services located at Kohler Credit Union. He has 9+ years in the investment and insurance industry. John has earned the CRPC® designation, for financial professionals. The CRPC® is conferred by College for Financial Planning.
Rhiannon Hinz
Program Sales Assistant
920.208.5361
Rhiannon Hinz is the Program Sales Assistant and central point of contact at KCU Investment & Retirement Services located at Kohler Credit Union. She assists Tom Binversie and John Frausto, the financial advisors at KCU Investment & Retirement Services, by coordinating client events and seminars, creating program awareness, servicing accounts and processing account documentation.
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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