1551 Win Hentschel Blvd.
West Lafayette, IN 47906
- Comprehensive Financial Guidance
- Education Funding
- Retirement Income Planning
- Life Insurance Planning
- Charitable Giving Strategies
- Wealth Management
- 401(k) Planning
- Tax-advantaged Investment Planning
- Long Term Care Insurance
- Personal Financial Assessments
Check the background of this investment professional on FINRA’s BrokerCheck.
The Investment 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.
Investment Services 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.