Phone Number: 920.783.2314
Charlie Nichols is the Program Coordinator with KCU Investment and Retirement Services located at Kohler Credit Union. She assists the department by overseeing document retention, planning client events, and focusing on employee engagement.
Prior to becoming the Program Coordinator with KCU Investment and Retirement Services, Charlie worked in the Kohler Credit Union call center, helping members identify lending, investment, and depository needs and recommending appropriate products and services offered at KCU.
Outside of work, Charlie enjoys volunteering for environmental organizations and spends time with her family cleaning up the shores of Lake Michigan through volunteerism with the Alliance for the Great Lakes.
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.