Working Together Toward Your Goals.
KCU Investment & Retirement Services offers access to a variety of insurance and investment options. Whatever your stage of life, and whatever your income level, we are here to help you with personalized financial guidance, and offer a full spectrum of tools and options designed to help you pursue your dreams.
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 emailing firstname.lastname@example.org or calling 920.783.2312.
How can our team of financial professionals help you?
- Financial planning
- 401K Rollover Services
- Brokerage accounts
- Education planning
- Retirement planning
- Long-term care offerings
- Estate conservation
- 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.
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.
Thomas Binversie and John Frausto are Financial Advisors with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). 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.