Personal

Investments and Retirement

Get the guidance you need for your successful financial future.

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Investments

piggy bank
Retirement planning

investment chart
401(k) rollovers

document
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.

Who are we?

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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