Investments

Planning for your future is easier than you think.

Because the investment climate and your individual financial needs can change, it makes sense to revisit your financial goals periodically with a licensed investment professional. That’s why we are excited to have John Weis on our team, an investment representative registered through broker dealer and Registered Investment Adviser CUSO Financial Services, LP (CFS).

During the current coronavirus pandemic, John is available for phone appointments and in-person meetings as necessary. Please call 701.355.7772 or email john.weis_cfsinvest@capcu.org, but know you may experience a short delay in response.  
 

John Weis

Financial Representative
Phone: 701.355.7772
Fax: 701.222.3996
Email John
­Schedule an Appointment ­

 
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. 

For specific tax advice please consult a tax professional.