Financial Advisor

Making decisions is never easy, especially when it comes to your insurance and investments. Let our knowledgeable, trustworthy financial advisors help you reduce the stress and feel confident in your decisions!

Designed exclusively for credit union members, MEMBERS™ Financial Services* is a full-service financial advisory program that provides retirement, insurance, and investment services. MEMBERS Financial Services will help you and your family through a lifetime of financial planning needs, from starting a savings plan to sophisticated management tools for sizable assets.  Available products and services include:

  • Retirement Planning
  • Wealth Management
  • Education Funding
  • Mutual Funds
  • 401(k) /Pension Rollovers
  • Life Insurance
  • Long-term Insurance
  • Socially Responsible Investing
  • Tax-Managed Investing*

Jerry Appleton, RICP®, CFP®
Senior Retirement and Investment Representative
CUNA Mutual Retirement Solutions
800-356-2644, Ext. 665-7236 | (D) 608-665-7236

Whether it’s saving for your kid’s college education, protecting your family’s future with sufficient life insurance, or planning for your own retirement, we can help you develop your financial strategy.

You can make an appointment for a no-cost, no-obligation analysis by calling 800-369-2862 or by completing a contact form with your request.

Full Name

Email

Phone

I am interested in

Comments

MEMBERS™ Financial Services is affiliated with CUNA Mutual Group, servicing credit unions and their members for the past 125 years.

*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.  The RICP® and CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc.  CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FRO11304-7206      

Online Banking

IRAs

resources

LEARN MORE

Quick Links