Options That Fit Your Life.
Kohler Credit Union has partnered with the MEMBERS Financial Services program to make available a variety of insurance and investment options.
A representative will work with you to create a program suited for your specific needs. Check the background of the investment professional on FINRA’s BrokerCheck. You can set up a no cost, no obligation appointment with our investment professional by calling 920.783.2312.
Investment products include:
- Financial Analysis
- Investments (including Mutual Funds and General Securities Trading)
- Insurance Products (including Life and Long-Term Care)
- Annuities (including Fixed and Variable)
- Individual Retirement Accounts and Tax Sheltered Annuities
Variety of investment tools
More options for the members. The MEMBERS Financial Services Representative will work with the member to help come up with the appropriate mix of products for their situation.
Because of the many different products, members need to be able to work with someone they can trust. A professionally trained representative can better explain the risks and rewards of each investment option.
No cost, no obligation first appointment
Kohler Credit Union members can meet with the representative to make sure they are comfortable before committing to the program.
Working together, the representative will come up with a program suited for your needs, and it will be thoroughly explained.
While there are many investment opportunities available, Kohler Credit Union members need to be aware of potential risks since investments made through the MEMBERS Financial Services Program are not federally insured unlike deposits made with Kohler Credit Union.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. 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.