Meet the KCU Investment & Retirement Services Team.
When you work with KCU Investment & Retirement Services, you can be assured that you’re working with a team of experienced professionals. With a clear commitment to service, our advice and recommendations will be completely objective – and always made with your specific interests in mind.
Contact us today for a no cost, no obligation appointment by calling 920.783.2312.
Check the background of the investment professional on FINRA’s BrokerCheck.
*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-2493558.1-0419-0521