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Meet Bill Bouma, CUSO Financial Services, L.P. Financial Advisor at Consumers.

 

Bill Bouma

Bill Bouma

Financial Advisor

CUSO Financial Services, L.P.

at Consumers Credit Union

 

Connect with Bill

 

Bill serves the offices of Milham, Centre, Portage Road, Downtown Kalamazoo, Gull Road, and Coldwater. Bouma enjoys working with members—and helping them to achieve their savings and investment goals for a comfortable retirement. He’s experienced in all phases of financial planning, including wealth accumulation, 401(k) and IRA rollovers, estate planning, and college funding.

 

2013 marked Bouma’s 20th anniversary in the financial services industry. His personal goal is to provide the highest level of service possible to members—and discover what’s important to them.

 

“I have enjoyed my work in financial planning tremendously,” says Bouma, “My job satisfaction comes from working with members and watching their families benefit from the planning we did for their investment goals and objectives.” Bouma also holds a BBA in finance from Western Michigan University and has his Series 7 General Securities license, his Series 63 and Series 65 licenses, as well as his Michigan Life and Michigan Health Insurance licenses.

 

Bill is licensed in AZ, FL, GA, IL, MI, MN, NC, OK, TX and OH.

 

 

Check the background of this investment professional on FINRA’s BrokerCheck

 

 

 


*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: 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 CFS. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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