As a CFS* financial advisor, Brad Rowe works to understand a person’s goals and objectives so he can effectively help them navigate the world of investments.

With a degree in finance from Northern Michigan University and experience working in similar roles with other financial institutions, Brad also holds Series 7, 63 and 65 financial licenses.

“Whether our members are beginning to plan for retirement or are eager to expand their investment portfolio, I look forward to helping them prepare for their future,” said Brad.

Set up an appointment with Brad.

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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.

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.