Investments

Planning for your future is easier than you think.

Investment climates and individual financial needs can change. So we encourage our members to revisit their financial goals periodically with a licensed investment professional. 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). See how John can help you navigate your finances and create or refine a plan for the future.
 

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.

Disclosures:
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.