Investment Team

Meet the KCU Investment & Retirement Services Team

When it comes to managing your money for the future, you can rely on the exceptional expertise of the KCU Investment & Retirement Services Team. Our professionals, committed to providing the absolute best service and results, will make recommendations that cater to your unique needs. We ensure the process is collaborative and you feel you have a clear understanding and plan of your financial potential.

Contact us today for a no-cost, no-obligation appointment by calling 920.783.2312.

Check the background of the investment professionals associated with this site on FINRA’s BrokerCheck.

Binversie Tom

Tom Binversie

Vice President, Wealth Management

Frausto John

John Frausto

LPL Financial Advisor

Schellinger Matthew

Matthew Schellinger

Associate Financial Professional

RhiannonHinz Team Invest

Rhiannon Hinz

Program Sales Assistant

Parker Karen

Karen Parker

Financial Program Coordinator


Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html  for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Kohler Credit Union and KCU Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using KCU Investment & Retirement Services, and may also be employees of Kohler Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kohler Credit Union or KCU Investment & Retirement Services.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

financial prof

Financial Professional
Benefits

As specialists, we consider every aspect of your financial life when crafting personalized retirement strategies.

401k

401k and Retirement Planning

We are here to help you every step of the way, to make sure you are confident with your retirement journey decisions.

seminar

Seminar Series

We host seminars regularly covering a range of topics with subject-matter experts so you can feel confident and informed about your retirement and investment decisions.