Everyone faces important financial decisions through each stage of life. That’s why Scott Credit Union has collaborated with CUNA Brokerage Services, Inc. (CBSI) to help members achieve financial success.
Financial Guidance From Someone You Know
If you are a newly married young couple, parents planning for a child’s education, planning for retirement or changing jobs, our Financial Advisor Anna Kamp can help you navigate through the many decisions you need to make to reach your financial goals.
We can assist you with the following:
- Wealth Management
- Insurance Planning
- 401(k) Planning
- Retirement Planning
- Estate Conservation
- Investment Planning
- Business Planning
- Education Funding
The SCU Retirement & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. With SCU Retirement & Investment Services, you will be working with a professional resource to help make sure your financial plans align with your goals. You have access to an experienced financial professional who cares about your future.
Use the button below to contact SCU Retirement & Investment Services via email. If you prefer, you can call (618) 381-7176 to schedule a no-cost, no-obligation appointment to discuss your individual needs.
Meet Anna Kamp
Anna Kamp, CRPC
Phone: (618) 381-7164
Anna has an 18-year history of developing trusting, consultative relationships with credit union members, their family and their friends, and helping them make sound financial decisions that are consistent with their risk tolerance, investment timeline and goals. Working together with you, Anna can create a customized plan to help achieve three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) the transfer of assets in the most advantageous manner.
Depending upon your unique family or business situation, your individualized plan may also include development of a trust or more in-depth estate planning, for which Anna has undergone advanced training.
Anna is a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. Anna is also a licensed representative of CMFG Life Insurance Company. To check the background of our investment professional, click here.
- B.A., Business Administration with a Concentration in Finance, University of Illinois, 1999
Anna’s Career Highlights
- Recipient of Women of Distinction Award 2009-Present
- Life, Health and Annuity Licensed 18 years
- FINRA Registered
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. Scott Credit Union (SCU) and SCU Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SCU Retirement & Investment Services, and may also be employees of SCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and are not affiliates of SCU or SCU Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:
*The LPL Financial registered representative(s) 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.