CUSO Financial Services, L.P. Financial Advisor
Check the background of this investment professional on
Glen Kellam has worked in the financial services industry his entire career, starting with positions at two large regional banks and then five years as an independent before joining Consumers in 2015.
“I enjoy educating and helping people with their financial and retirement plans,”
he says, sharing how he loves providing the analysis and guidance to help individuals and businesses make informed investment and retirement decisions.
Named the investment services program manager in 2017, Glen hopes to enhance and help expand the range of financial education, planning and services Consumers offers its members and the community.
Driving him is a famous quote from the motivational speaker, Zig Ziglar, who said, “[t]here are no traffic jams along the extra mile.” He incorporates this principle of going the extra mile into his work every day.
Glen graduated from the University of Utah with a bachelor’s in economics and earned an MBA at Michigan State University. He regularly volunteers his time with the Kalamazoo Probation Enhancement Program, where he serves as treasurer on the board of directors.
The married father of two enjoys exercising, being outdoors and attending his children’s events. In 2007, he and his wife fulfilled a lifelong goal by running the Boston Marathon.
*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.