Your financial dreams are our top priority.
The Frontwave 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.
As you map out your financial future, there are a lot of decisions to make. That's why it's a good idea to get some guidance from an experienced professional. At Frontwave Investment Services, we'll work with you to determine your comfort level, create an investment timeline and set long-term goals. Regardless where you are in life, the end result will be a strategy designed to protect, build and use your assets in the most advantageous way.
Professional Services
- Retirement planning
- General investment management
- Long-term care insurance
- Education funding
- Comprehensive financial guidance
- Personal financial assessments
- 401(k) planning
- Retirement income planning
- Portfolio management
- Investment management
Financial Professionals
Our financial professionals will collaborate with you to develop a financial plan that aligns with your specific needs, experience and time horizon.* Frontwave 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. 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-3154816.1-0720-0822
Financial Professionals
ChFC CLU
Available for no-obligation appointments Monday to Friday, 9 a.m. to 5 p.m.
Learn more about Kathy by reading her bio and checking her professional background on the federal Financial Industry Regulatory Agency's Broker Check website.
CWS
Available for no-obligation appointments Monday to Friday, 9 a.m. to 5 p.m.
Learn more about Leslie by reading her bio and checking her professional background on the federal Financial Industry Regulatory Agency's Broker Check website.
