Investments and Retirement – Financial Advice – Personal - Veridian

Personal

Investments and Retirement

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.



Investments



Retirement planning



401(k) rollovers



Trust services

Contact us 

Set up a no-cost consultation to analyze your current financial situation and determine which retirement, investment, or trust options are right for you.

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

Curtis headshot

Curtis Malone

Financial Advisor, Trust Liaison Officer
West Des Moines/Johnston/Des Moines Area
(800) 235-3228 ext. 5554
(515) 289-5554
Email Curtis
Learn more about Curtis

Todd headshot

Todd Reinhardt

Financial Advisor, Trust Liaison Officer
Ankeny Area
(800) 235-3228 ext. 5570
(515) 289-5570
Email Todd
Learn more about Todd

Justin headshot

Justin Dams

Financial Advisor, Trust Liaison Officer
Waterloo/Cedar Falls Area
(800) 235-3228 ext. 5670
(319) 236-5670
Email Justin
Learn more about Justin

Mike headshot

Mike Ramker

Financial Advisor, Trust Liaison Officer
Waterloo/Waverly Area
(800) 235-3228 ext. 6706
(319) 236-6706
Email Mike
Learn more about Mike

Larry headshot

Lary Feldkamp

Financial Advisor, Trust Liaison Officer
Cedar Rapids/Iowa City Area
(800) 235-3228 ext. 6481
(319) 743-6481
Email Lary
Learn more about Lary


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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