At Affinity Plus, our mission is to do what is right for our members-- always , and the Affinity Plus Investment Center, available through MEMEBERS Financial Services* is no different. As a not-for-profit member-owned financial cooperative, our focus is solely on YOU, regardless of how much you plan to invest. We're here to help you define and reach your short- and long-term investment goals recommending products or services in your best interest.
Our Investment Representatives
Working with our investment representatives gives you access to a number of investment products, including retirement education, asset accumulation, estate planning, as well as a variety of mutual funds, annuities, and insurance options through MEMBERS Financial Services* our broker-dealer.
Regardless of how you choose to invest, our representatives are available to meet with you one-on-one to discuss your financial needs. To get started, call one of our investment representatives and set up an initial complimentary consultation and begin your investment plan today.
| Representative | Phone Number | Registered States |
|---|
| Matt Fuller |
(651) 312-9855 |
Minnesota, California, Colorado |
| Kotchi Prosper |
(651) 312-9862 |
Minnesota, Wisconsin, and Colorado |
| Todd Utecht |
(651) 312-9315 |
Minnesota, Wisconsin, Iowa, California, Oregon, and Florida |
Below is a list of possible questions you may wish to discuss with an investment representative:
- How do I achieve my short- and long-term goals?
- Retirement options -- Am I on track to meet my goals?
- How do I allocate funds in my 401(k)?
- How can I create a plan to save for college tuition?
- Am I contributing the maximum allowable amount to my IRA?
*Representatives are registered, securities are sold, and investment advisor services offered through CUNA Brokerage Services, Inc. (CBSI), Member FINRA/ SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by Affinity Plus Federal Credit Union. CBSI is under contract with Affinity Plus, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of Affinity Plus.