Associate Financial Advisor at KCU Investment & Retirement Services
Phone Number: 920.783.2313
Fax Number: 920.451.3637
John is an Associate Financial Advisor at KCU Investment & Retirement Services located at Kohler Credit Union. He has 2+ years in the investment and insurance industry, and holds a Bachelor’s Degree in Education. John has always had a passion for helping and supporting people. He accomplishes this by determining with you what your financial goals are, educating you on services available, and creating a customized plan that is most suited to you. This practice will help ensure four key financial principles are covered: Develop and incorporate wealth accumulation strategies during your working years, security and independence in your retirement, transfer of assets in the most advantageous manner, and continuous and ongoing communication throughout the process.
John continues to serve his community in organizations outside of KCU Investment & Retirement Services. He is Vice President of USPTA Midwest Division Board and the Founder/President of the Fond du Lac Tennis Association. He volunteers at local schools to offer financial literacy and education for students. John and his wife, Julie, reside in Plymouth with their two children, Morgen and Gianni. In his free time John enjoys reading, playing tennis and basketball.
John's FINRA securities registrations include the Series 7 and 66. He holds Life, Health, and Variable Annuity licenses in the state of Wisconsin.
Check the background of this 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.