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 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 headshot

Curtis Malone

West Des Moines
515.289.5554 | 800.235.3228, ext. 5554
Email Curtis

Available by appointment only:
Johnston, Waukee, Des Moines 

Justin headshot

Justin Dams

Waterloo
319.236.5670 | 800.235.3228, ext. 5670
Email Justin

Available by appointment only:
Cedar Falls

Mike headshot

Mike Ramker

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

Available by appointment only:
Cedar Falls

Larry headshot

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

Locate a Branch

Locations in Iowa and Nebraska to serve you.

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