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. We'll work closely with you to explain all your options and help you chart the proper course.

Tailored solutions for your circumstances
Nimbleness to adapt to life changes

With CFS Financial Advisor Keenan J. Retterath, 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 Keenan to schedule a no-obligation appointment to review your investment and retirement account information today.


Keenan J. Retterath,
CFS Financial Advisor

CUSO Financial Services, LP

Bismarck Main Office
Phone: 701.355.7772
Fax: 701.222.3996
Email Keenan

Schedule an Appointment in Bismarck/Mandan

Keenan is available for appointments in Hazen & Beulah the 2nd and 4th Tuesday of each month. Please call 701.748.6868 to schedule.

Keenan is available for appointments in Fargo the 1st Thursday of each month. Please call 701.282.2139 to schedule.


Brodey Geiger,
CFS Financial Assistant

CUSO Financial Services, LP

Bismarck Main Office
Phone: 701.355.7772
Fax: 701.222.3996
Email Brodey

 

Capital Credit Union is a full-service financial institution with locations in Bismarck, Mandan, Fargo, Beulah, Hazen, New Salem and Flasher, North Dakota.

“Tyler Artlip is awesome, knowledgeable and respectful, and gets the best options for us. We appreciate his candor.”

- Wanda

“Will was the best loan officer and took care of everything. He was very friendly every time I walked into the Northwest Branch.”

- Kenneth

“The knowledgeable employees are what make working with Capital Credit Union a great experience.”

- Casey

“The service we receive is outstanding! From our home loan to everyday needs, we always get great service.”

- Member

†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