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Home About UsMedia CenterNews

Community First names two new financial advisors

Monday, November 16, 2015
FOR IMMEDIATE RELEASE
 
Community First Credit Union has announced that Michael St. Marie and Jeff Venable have joined the team of financial advisors, registered through CUSO Financial Services L.P., at Community First Financial Advisors.
 
St. Marie, a New London native, has more than seven years of previous investment experience. He will meet with members at the Greenville, New London, Nicolet branches. He will also be available by appointment at the FVTC branch.
 
Venable, an Appleton resident and a U.S. Navy veteran of 26 years, has more than five years of prior investment experience. He will have office hours at the Richmond, Darboy and Ballard branches. He will also be available by appointment at the Kimberly branch.
 
Each will offer comprehensive financial planning, IRA solutions, 401(k) rollover options or retirement income planning to Community First member/owners.
 
Community First Credit Union is a member-owned financial cooperative serving over 119,800 member/owners who live and work in Northeast and Central Wisconsin. It has over $2.2 billion in assets, 465 employees, and operates 22 full-service branches along with nine non-traditional branches in schools, retirement communities and the Wisconsin Veterans Home at King, Wis.
 
*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.


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