Joshua Ruggles
Financial Advisor
CUSO Financial Services, L.P.
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About Joshua
Joshua Ruggles has worked in the financial services industry for a decade, assisting a wide range of members. Joshua performs a variety of duties including client relations, prospecting and training staff on referrals as the financial advisor for Consumers’ Kalamazoo market. His goal is to grow within the organization and become a senior advisor.
“I enjoy being able to assist members with their financial decisions,” says Joshua. “It’s very rewarding to be able to provide them with the solutions that allow them to thrive.”
After finishing his degree in business finance from Western Michigan University, and before joining Consumers, Joshua’s experience allowed him to serve an array of clients. When not assisting members, Joshua is an avid hockey player and works with multiple charities, including Family Hope Foundation, WMU therapy dog clinic and more. His experience and passion will serve him well as he continues to serve members.
*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.
