Investments and Retirement – Financial Advice – Personal - Veridian

Personal

Investments and Retirement

Get the guidance you need for your successful financial future.


Investments


Retirement planning


401(k) rollovers


Trust services

Veridian Investment & Trust Services can provide investment advice and assist you with planning for the future. This 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.

Meet Veridian's financial advisors

Each of our financial advisors is also a trust liaison officer, so they can offer a full range of services. You can set up a no-cost consultation with an advisor near you to analyze your current financial situation and determine which retirement, investment or trust options are right for you.

Curtis headshot

Curtis Malone

West Des Moines, Johnston, Waukee, Des Moines
Council Bluffs, Omaha, Papillion
515.289.5554 | 800.235.3228, ext. 5554
Email Curtis

Justin headshot

Justin Dams

Waterloo, Cedar Falls
319.236.5670 | 800.235.3228, ext. 5670
Email Justin

Mike headshot

Mike Ramker

Waterloo, Cedar Falls, Waverly
319.236.6706 | 800.235.3228, ext. 6706
Email Mike

Larry headshot

Lary Feldkamp

Cedar Rapids, Iowa City, Independence, Oelwein
319.743.6481 | 800.235.3228, ext. 6481
Email Lary

 

Check the background of these investment professionals on FINRA's BrokerCheck.

A suite of online tools is also available through Veridian Investment & Trust Services. It includes online securities trading, money management tools, financial calculators, insurance and other financial products, an online financial library and more.

 

Veridian Investment & Trust Services Advisors are registered representatives of CUNA Brokerage Services, Inc. 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. Trust services provided by MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

FR-2073145.1-0318-0420

Locate a Branch

Locations in Iowa and Nebraska to serve you.

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