Everyone faces important financial decisions throughout their life. That’s why we make available Retirement & Investment Services and have collaborated with CUNA Brokerage Services, Inc. (CBSI) to help members with all of their financial needs.
If you are a newly married young couple, parents planning for a child’s education, a worker planning for retirement or you are changing jobs, Financial Advisor, Anna Kamp, can help you navigate through your many decisions and help you reach your financial goals.
Financial Guidance From Someone You Know
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. 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.
Anna Kamp can assist you with:
Anna Kamp, CRPC
Phone: (618) 381-7176
|Over the past 18 years, Anna has developed trusting, consultative relationships with her clients and helped them make sound financial decisions that are consistent with their risk tolerance, investment timeline and goals.
Anna has a strong history of working with credit union members, their family and their friends. 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.
Schedule an appointment online or contact Anna today at (618) 381-7176 to schedule a no-cost, no-obligation appointment to discuss your individual needs. Or, click here for more information about SCU Retirement & Investment Services.
Anna’s Career Highlights
* SCU Investment & Retirement Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust Services are provided through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2043061.1-0218-032