Local Financial Advisor, Tom Binversie, Located at Kohler Credit Union Recognized for Excellence By CUNA Brokerage Services, INC.
Thomas Binversie, a financial advisor at KCU Investment & Retirement Services located at Kohler Credit Union, has been appointed to the Senior Advisor Leadership Team (SALT) with their broker-dealer, CUNA Brokerage Services, Inc. (CBSI). This distinction is awarded to a select number of financial advisors registered with CBSI who demonstrate a consultative approach with their clients, exceptional sales productivity, and leadership within their credit union and among their peers.
Tom has a strong history of working with credit union members, their families and friends. He has access to a wide variety of investment and insurance products and can help you make sound financial decisions consistent with your comfort level, investment time horizon and goals. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Tom is also active in the community through his affiliation with St. Peter Claver Catholic Church, Christ Child Academy, Knights of Columbus, and Iron Snowshoe Snowmobile Club. He enjoys spending time with his wife and their four children, and when time permits, enjoys hockey, baseball, snowmobiling and golf.
In addition to providing sound input and representing their fellow advisors with CBSI leadership and staff, Binversie also serves as an ambassador for CBSI and its advisors across the country.
“In collaboration with our credit union partners, CBSI Advisors plays an instrumental role in guiding our firm to help people achieve financial security through retirement,” said Rob Comfort, President of CUNA Brokerage Services Inc. “By being appointed to our 2020 Senior Advisor Leadership Team, Thomas Binversie has demonstrated a commitment to our mission and has earned the confidence of their peers to help lead our firm into the future.”
Kohler Credit Union is a $425 million not-for-profit, financial cooperative, owned and governed by its members. Membership is open to anyone who lives or works in Sheboygan, Calumet, Fond du Lac, Manitowoc, Milwaukee, Ozaukee, Washington or Waukesha County; as well as their immediate family members and associations or organizations.
About CUNA Brokerage Services, Inc. - CUNA Brokerage Services, Inc. (CBSI) provides broker-dealer and registered investment advisory services to credit unions throughout the nation, offering a full range of investment and insurance products to help credit unions help their members reach a more secure financial position. CBSI, an affiliate of CUNA Mutual Group, is the leading broker-dealer serving the credit union marketplace. CBSI has more than 285 credit union programs, 430 active advisors, with more than $25 billion in assets under management.