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 professionals
Each of our financial professionals is also a trust liaison officer, so they can offer a full range of services. You can set up a no-cost consultation with a professional near you to analyze your current financial situation and determine which retirement, investment or trust options are right for you.
Curtis Malone
West Des Moines
515.289.5554 | 800.235.3228, ext. 5554
Email Curtis
Available by appointment only:
Johnston, Waukee, Des Moines
Todd Reinhardt
Ankeny
515.289.5570 | 800.235.3228, ext. 5570
Email Todd
Justin Dams
Waterloo
319.236.5670 | 800.235.3228, ext. 5670
Email Justin
Available by appointment only:
Cedar Falls
Mike Ramker
Waterloo, Waverly
319.236.6706 | 800.235.3228, ext. 6706
Email Mike
Available by appointment only:
Cedar Falls
Lary Feldkamp
Cedar Rapids, Independence, Oelwein
319.743.6481 | 800.235.3228, ext. 6481
Email Lary
Available by appointment only:
Iowa City
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.
The Veridian Investment & Trust Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
*Veridian Investment & Trust Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.
FR-2839715.1-1119-1221