Local Financial Advisor, Tom Binversie, at Koher Credit Union Recognized for Excellence by Cuna Brokerage Services, Inc.
KOHLER, Wis. – Thomas Binversie, a financial advisor at KCU Investment & Retirement Services located at Kohler Credit Union, has been appointed to the Senior Advisor Leadership Team (SALT) with their broker-dealer, CUNA Brokerage Services, Inc. (CBSI). This distinction is awarded to a select number of financial advisors registered with CBSI who demonstrate a consultative approach with their clients, exceptional sales productivity, and leadership within their credit union and among their peers.
As a trusted partner of Kohler Credit Union for the past 11 years, Tom has a strong history of working with credit union members, their families and friends. He has access to a wide variety of investment and insurance products and can help you make sound financial decisions consistent with your comfort level, investment time horizon and goals. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. His number one objective as a financial advisor is to help you reach your financial goals. Tom enjoys spending time with his wife and their four children, and when time permits enjoys hockey, baseball, snowmobiling and golf.
In addition to providing sound input and representing their fellow advisors with CBSI leadership and staff, Binversie also serves as an ambassador for CBSI and its advisors across the country.
“In collaboration with our credit union partners, CBSI Advisors plays an instrumental role in guiding our firm to help people achieve financial security through retirement,” said Rob Comfort, President of CUNA Brokerage Services Inc. “By being appointed to our 2019 Senior Advisor Leadership Team, Thomas Binversie has demonstrated a commitment to our mission and has earned the confidence of their peers to help lead our firm into the future.”
Kohler Credit Union is a $425 million not-for-profit, financial cooperative, owned and governed by its members. Membership is open to anyone who lives or works in Sheboygan, Calumet, Fond du Lac, Manitowoc, Milwaukee, Ozaukee, Washington or Waukesha County; as well as their immediate family members and associations or organizations.
About CUNA Brokerage Services, Inc. - CUNA Brokerage Services, Inc. (CBSI) provides broker-dealer and registered investment advisory services to credit unions throughout the nation, offering a full range of investment and insurance products to help credit unions help their members reach a more secure financial position. CBSI, an affiliate of CUNA Mutual Group, is the leading broker-dealer serving the credit union marketplace. CBSI has more than 285 credit union programs, 430 active advisors, with more than $25 billion in assets under management.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Corporate headquarters are located in Madison, Wis. Insurance and annuity products are issued by CMFG Life Insurance Company and MEMBERS Life Insurance Company, 2000 Heritage Way, Waverly, IA. 50677. Variable Products are underwritten and distributed by CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor.
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. CBSI-2441472.1-0219-0321