Brad Rowe

Financial Advisor

CUSO Financial Services, L.P.

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About Brad

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.

*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.

*Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

 

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