Investments
Plan for a brighter financial future.
Investment climates and individual financial needs change, so we encourage our members to periodically revisit their financial goals with an investment professional. At Capital Investment Services, we'll work closely with you to explain all your options and help you chart the proper course.
With Financial Advisor Keenan J. Retterath, you can build a personalized financial plan by reviewing priorities such as:
- Retirement Plan Options (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 Keenan to schedule a no-obligation appointment to review your investment and retirement account information today.
*Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
†Osaic Institutions does not offer tax advice. Consult your tax advisor.
Keenan J. Retterath,
Financial Advisor
Bismarck Main Office
Phone: 701.355.7772
Fax: 701.222.3996
Email Keenan
Schedule an Appointment in Bismarck/Mandan
Check Keenan's background
and experience using
BrokerCheck by FINRA.
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Capital Investment Services is a trade name of Capital Credit Union. Osaic Institutions and Capital Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
Referral Disclosure
Financial Industry Regulatory Authority (FINRA)
Securities Investor Protection Corporation (SIPC)