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 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.
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-2839715.1-1119-1221