Our investment advisor can help you achieve your financial goals.
Jessica Brokaw
Investment Advisor & Certified Financial Planner™ (CFP®)
CUSO Financial Services, LP. (CFS)
Today’s marketplace can make it difficult to decide on which investment direction to take. Our financial advisor can help guide your decisions about current investments and plans for your future. From conducting a review of your long-term financial goals to investing for a child’s education or your retirement, Jessica can work with you to create the comfortable financial lifestyle you want—and deserve.
- 403b and 401(k) rollovers
- Pension lump sum rollovers
- Stocks, mutual funds
- Fixed, variable and indexed annuities
- Health savings account investment options
- Life and long-term care insurance
- Hourly, fee-based financial planning available
Located at: Mid American Credit Union
8404 West Kellogg Drive, Wichita, KS 67209
316-779-0080 - Fax 316-722-0920
jessica.brokaw@cusonet.com
8404 West Kellogg Drive, Wichita, KS 67209
316-779-0080 - Fax 316-722-0920
jessica.brokaw@cusonet.com
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA(Opens in a new Window)/SIPC(Opens in a new Window)) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Mid American Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.