Working Together To Reach Your Goals.
The KCU Investment & Retirement Services program is offered through CUNA Brokerage Services, Inc.* a broker/deadler focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
KCU Investment & Retirement Services offers a variety of insurance and investment options to credit union members. Whatever your stage of live, and whatever your income level, we are here to help you with top-notch financial advice, and offer a full spectrum of tools and options designed to help you achieve your dreams.
How can our team of financial advisors help you?
- Financial planning
- Brokerage accounts
- Education planning
- Retirement planning
- Long-term care offerings
- Estate conservation
- Trust accounts
- Portfolio accounts
Our experienced team will work with you to create a program suited for your specific needs. You can set up a no cost, no obligation appointment with our investment professional by calling 920.783.2312.
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 unlike deposits made with Kohler Credit Union.
*KCU Investment & Retirement Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. FR-2482405.1-0319-0421