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Investments
The CEFCU 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.
We can help you start an investment plan or build on what you already have. Our team can answer your questions and help you set up accounts that meet your goals.
We can help you:
- Enjoy guaranteed income with Annuities.
- Diversify with Mutual Funds.
- Benefit from expert advice with Managed Accounts.
- Learn more about Stocks & Bonds.
- Contribute to an IRA.
We’re also here to help you:
- Roll over your retirement savings — without penalties — from one job to another.
- Protect your family with Life Insurance.
- Plan with Long-Term Care Insurance.
Portfolio Management
To help tailor your plan, we’ll:
- Research and analyze opportunities.
- Customize a plan to fit you.
- Help monitor your investments.
- Review and revise your plan periodically.
Representatives
Benefit from our more than 140 years of combined financial experience.
Check the background of an investment professional at FINRA's BrokerCheck.
Joni J Hootman
CRPC®, Financial Advisor
309.633.7780
Email Joni
Chris L Jackson
Financial Advisor
309.633.7884
Email Chris
Laurie D Hild
Financial Advisor
309.633.7206
Email Laurie
Cindy Sherman
Registered Representative
309.633.7714
Email Cindy
Kristyl E Johnson
Financial Advisor
309.633.7203
Email Kristyl
Andrew T Felix
Financial Advisor
309.633.7479
Email Andrew
Saul Juarez
Financial Advisor
408.545.1571
Email Saul
Carl R Gomez
Financial Advisor
309.633.7926
Email Carl
Resources
Along with our experienced advisors, these resources can help you plan.
Workshops, Tutorials, & Seminars
- Figure out your investing style with the Asset Allocation Planner.
- Sign up for an upcoming seminar.
Calculators
Use our calculators to see:
- How long your retirement savings will last.
- If you are saving enough for retirement.
- What monthly income your retirement savings will provide.
Find more calculators.
Educational Articles & Tools
Learn more about planning for your future.
- Financial Solutions
- Retirement Planning
- Wise Money Moves Young Women Can Make NEW 05/18
- Fear Must Not Inhibit a Financial Strategy NEW 05/18
- A Primer for Estate Planning NEW 05/18
- Try the Bucket Approach NEW 10/18
- Characteristics of the Millionaires Next Door NEW 10/18
- Have you considered Charitable Gifting? NEW 10/18
- Smart Financial Moves in your 20s, 30s, 40s, & 50s NEW 10/18
- Tax Efficiency in Retirement NEW 10/18
- What Should You Keep? NEW 10/18
FR-2012842.1-0118-0220
*CEFCU Investment Services & Wealth Management is a marketing name used by CEFCU. CEFCU Investment 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 available through 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-2035796.1-0218-0320