KCU Investment & Retirement Services 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 access to 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 associated with this site on FINRA’s BrokerCheck.
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 retirement planning in a familiar location.
- 50+ years combined experience in the insurance and investment industry.
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 professionals so you can feel confident and informed about your retirement and investment decisions.
Seminar Series events are 100% complimentary and open to the public, but reservations are required.
Explore upcoming events and reserve your spot below.
Understanding Medicare
Presented by Ryan Wagner
July 22, 2026 | 6:00pm CST
Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is one more step in an already confusing process. If you are retired or nearing retirement, you have probably considered the role Medicare will play in your future. Join us for an informational seminar that can help answer your questions.
Social Security and Your Retirement
Presented by Nick Fraser
August 12, 2026 | 6:00pm CST
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Join us for a no-cost, no-obligation seminar that will answer your Social Security questions and discuss routes you can take to help get the most out of your benefits. Find out how to set a clear direction on your road to retirement.
The Three Transitions to Retirement
Presented by Ross Kuchenbecker
September 2, 2026 | 6:00pm CST
Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life.
Understanding Your Rollover Options
Presenter TBD
September 23, 2026 | 6:00pm CST
Changing jobs is a common experience for most people. But, what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how does your decision impact your long-term retirement savings? Here’s your opportunity to get a clear understanding of your options, and how each one can affect your progress towards your retirement savings goals.
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 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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