Planning for your future is easier than you think.
Investment climates and individual financial needs change, so we encourage our members to periodically revisit their financial goals with an investment professional. That's why we're excited to have John Weis on our team. John is a financial advisor registered through broker dealer and Registered Investment Adviser CUSO Financial Services, LP (CFS).
John enjoys the lifelong relationships he forms with members by working with them on their investments. He looks forward to helping you prepare for the unexpected and develop plans that allow you to relax in retirement.
See how John can help you navigate your finances and create or refine a plan for the future.
With John, you can build a personalized financial plan by reviewing priorities such as:
- Retirement Plan Rollovers (401k, 403b & 457)
- Insurance (Life, Long-Term Care & Disability Income)
- Business Retirement Plans (SEPs & Simple IRAs)
- Retirement Income Strategies
- Tax Efficient Investments†
- Saving For College
Contact John to schedule a no-obligation appointment to review your investment account information and assess if anything has occurred in your life that may have affected your short and long-term financial plans.
John began his career as a retirement plan specialist, licensed banker and investigations analyst with Wells Fargo. After moving to Bismarck from Blaine, MN, John started and managed a local landscape supply company for three years. He then worked as an intelligence analyst for the North Dakota Bureau of Criminal Investigation before becoming a junior investment rep with Principal Financial Group. In 2018, John joined Capital Credit Union as a financial representative.
John and his wife, Kim, moved to Bismarck in 2004 and have four children. He enjoys landscaping, fantasy football and attending his children’s soccer and volleyball games and choir and band concerts. He has bachelor's degrees in psychology and criminology from the University of Minnesota Duluth and a master's degree in criminal justice from Illinois State University.
Disclosures:
†For specific tax advice please consult a tax professional.
Non-deposit investment products and services are offered through CUSO Financial Services, LP ("CUSO Financial") ("CFS") a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial for investment services. Atria Wealth Solutions, Inc. ("Atria") is not a registered broker-dealer and/or Registered Investment Advisor. CUSO Financial is a subsidiary of Atria.
Referral Disclosure