Skip to main content.
Link to CEFCU Home Page

If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at 1.800.633.7077.

Visit our accessibility help page.

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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

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.

Senior couple with Senior financial advisor.

We can help you:

Contact Us

Young couple with financial advisor.

We’re also here to help you:

Contact Us

Portfolio Management

To help tailor your plan, we’ll:

Contact Us Today!

People looking over financial charts and papers.

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

Leah Farraher
Financial Advisor
 Decatur, Springfield,

Virtual Meetings
309.633.7358
Email Leah

Roger Phillis
Financial Advisor
Bloomington & Normal

309.633.7926
Email Roger

Darrell Quast
Financial Advisor
Canton & Pekin

309.633.7635
Email Darrell

Contact

Contact us online or by phone.

Email

Email our experienced professionals.

Schedule Appointment

Contact us to request a personal meeting with one of our reps.

Request Information

Share some information, and we’ll help you get started.

CUNA Brokerage

Access and review your investments online.

Resources

Along with our experienced professionals, these resources can help you plan.

Workshops, Tutorials, & Seminars

Calculators

Use our calculators to see:

Find more calculators.

FR-3102351.1-0520-0622

CEFCU Investment Services & Wealth Management is a marketing name used by CEFCU. CEFCU Investment 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. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.