Vice President, Wealth Management at KCU Investment & Retirement Services
Phone Number: 920.783.2311
Fax Number: 920.451.3638
Tom is a financial advisor at KCU Investment & Retirement Services located at Kohler Credit Union. He has been in the insurance and investment business for more than 20 years and holds a bachelor’s degree in business administration and international business from Lakeland University. Tom has earned the CRPC® designation, for financial professionals. The CRPC® is conferred by College for Financial Planning. This program enables experienced advisors to focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning. Tom was selected to the 2019-2022 Senior Advisor Leadership Team.
Tom’s professional services include personal financial assessments, investment management, comprehensive financial guidance, retirement planning, retirement income planning, education funding, long-term care insurance, life insurance planning, and 401k planning. His number one objective as a financial advisor is to help you work toward your financial goals.
Tom has a strong history of working with credit union members, their families, and their friends. He has access to a wide variety of investment and insurance products and can help you make sound financial decisions consistent with your comfort level, investment time horizon and goals. The result will be a strategy designed to help you build, preserve, use and transfer assets in a more advantageous way. Tom is also active in the community through his affiliation with St. Peter Claver Catholic Church, Christ Child Academy, Knights of Columbus, and Iron Snowshoe Snowmobile Club. He enjoys spending time with his wife and their four children, and when time permits, enjoys hockey, baseball, snowmobiling and golf.
Members of SALT 2019-2022 were recognized by CBSI, the representative's former broker-dealer, for overall achievement, appointing them as a steering committee. Based on tenure, GDC, CBSI scorecard ranking, ethical standards and conduct, and participation in activities.
Check the background of this investment professional on FINRA’s BrokerCheck.
Thomas Binversie and John Frausto are Financial Advisors with, and 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.