Get to Know Our Investment Services Team
Designing your financial blueprint
Our investment philosophy revolves around managing expectations and behavior that will work toward reaching your financial goals. To do so, we offer customized advisory portfolios, comprehensive investment strategies and ongoing discussions that build a solid financial foundation from which to grow.
Check the background of this firm on FINRA’s BrokerCheck. To learn how to view your investments in Online Banking, click here.
Meet Our Investment Team
Brad Rowe
Financial Advisor
Find Brad at:
- 54th Street Office
- Gaines Office
- Breton Village Office
- Walker Office
- Cascade Office
- Grandville Office
- Plainfield Office
Joshua Ruggles
Financial Advisor
Find Joshua at:
- Centre Office
- Milham Office
- Mattawan Office
- Lawton Office**
- Woods Lake Office
- Milwood Office
- Corner@Drake Office
- Downtown Office
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Consumers Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Consumers Credit Union Investment Services, and may also be employees of Consumers Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Consumers Credit Union. Securities and insurance offered through LPL or its affiliates are:
**Appointment only
***The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
