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Insurance & Investments

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Insurance & Investments
 
MEMBERS Financial Services
Meet with a knowledgeable MEMBERS Financial Service Representative and begin preparing for your future. They will be able to answer your insurance questions, provide advice regarding your current investments and assist you with planning for the future.

The MEMBERS Financial Services Program is offered through CUNA Brokerage Services, Inc., a broker/dealer specializing in serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Set up a no-cost or obligation private consultation to analyze your current financial situation and determine which retirement or insurance options are appropriate for you.

Todd Reinhardt
Todd Reinhardt
MEMBERS Financial Rep.
Des Moines area
(800) 235-3228 ext.5570
(515) 289-5570

Kelly Goreham
Kelly Goreham
MEMBERS Financial Rep.
Cedar Valley
(800) 235-3228 ext. 6792
(319) 236-6792


 

Justin Dams
Justin Dams
MEMBERS Financial Rep.
Cedar Valley and Cedar Rapids
(800) 235-3228 ext.5670
(319) 236-5670

Janet Rochford
Janet Rochford
MEMBERS Financial Rep.
Cedar Valley
(800) 235-3228 ext.5624
(319) 236-5624
 

A suite of online financial tools is also available through MEMBERS Financial Services. It includes online securities trading; money management tools; financial calculators; insurance and other financial products; an online financial library and more.

Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.


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