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.
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.
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.
Financial Professional
Benefits
As specialists, we consider every aspect of your financial life when crafting personalized retirement strategies.
401k
We are here to help you every step of the way, to make sure you are confident with your retirement journey decisions.
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.
