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Wealth Management Services

Let us help you learn about the many ways you can start growing and managing your wealth.

Start Investing

No cost

No commitment

No minimums

5 star service

Plan for your Future

You may not have a crystal ball, but you can trust your financial future is safer with the proper wealth management strategies.

IRAs

When you want to save enough to retire comfortably, consider opening an IRA account so you can enjoy your life after completing a fulfilling career.

Brokerage Accounts

You may benefit from opening an account to help you manage a variety of investment products such as stocks, bonds, mutual funds, and ETFs.

529 College Savings

If you want to set up your child or grandchild for success, opening this account to start saving for their college education is a great step.

Trusts & Estates

Rest easy knowing that you can secure your property and assets for your posterity with a customized plan to distribute what you own.

UTMA Minor Investment Accounts

You can help support your child's financial future by opening this account that has no contribution limits and multiple investment options.

Investment Options

With a variety of investment products, you are sure to find the right wealth management strategy for your circumstances.

Stocks

Bonds

Mutual Funds

Annuities

Meet with a Financial Professional

We understand investing and financial planning can feel intimidating, so schedule a no-cost, no-obligation wealth management services meeting today.

Wendy Otterness, Financial Advisor

Office: 715-398-8917

Tony Bye, Financial Advisor

Office: 715-398-8975

Jacob Pentz, Financial Services Representative

Office: 715-398-8918

Plan for your future and start investing

You deserve the best financial future possible, so allow us to help you find the right products and services to grow your wealth.

Start Investing

Disclosures

^*SCCU Retirement and Investment Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

The SCCU Retirement & Financial program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

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Rates effective as of: September 19, 2024

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