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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 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
Canton, Pekin, Peoria Airport, Sheridan Village
309.633.7780
Email Joni
Chris L Jackson
Financial Advisor
Chillicothe, Eureka, Germantown, Grand Prairie, Northpoint, Washington
309.633.7884
Email Chris
Andrew T Felix
Financial Advisor
East Peoria, Lincoln, Morton
309.633.7479
Email Andrew
Saul Juarez
Financial Advisor
San Jose & Virtual Meetings
408.545.1571
Email Saul
Carl R Gomez
Financial Advisor
Downtown Peoria, Peoria Airport, Sheridan Village
309.633.7526
Email Carl
Roger Phillis
Financial Advisor
Bloomington & Normal
309.633.7926
Email Roger
Darrell Quast
Financial Advisor
Canton & Pekin
309.633.7635
Email Darrell
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
- Bad Money Habits to Break NEW 4/19
- Countdown to College NEW 4/19
- Stocks & Presidential Elections NEW 4/19
- The Anatomy of an Index NEW 4/19
- Traditional vs. Roth IRAs NEW 4/19
- When a Family Member Dies NEW 4/19
- Build Your Rainy Day Fund NEW 1/19
- Discover the 403(b) NEW 1/19
- Debunking a Few Popular Retirement Myths NEW 1/19
- Getting Your Personal Finances in Shape NEW 1/19
- Leaving a Legacy to Your Grandkids NEW 1/19
- Save & Invest Even if Money Is Tight NEW 1/19
- Tax Considerations for Retirees NEW 1/19
- The IRA and the 401(k) NEW 1/19
- When You Retire Without Enough NEW 1/19
- Your 2019 Financial To-Do List NEW 1/19
FR-2930823.1-0120-0222
*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.