FINANCIAL ADVISORS

Guidance from experienced professionals.
 

Couple talking with consultant.Couple talking with consultant.

Go confidently toward your future.

Community First Financial Advisors, a full-service investment program offered through CUSO Financial Services, LP (CFS)* is here to provide individualized guidance on where you are, where you want to go and how to get there.

 


CFFA logo
 

We’ll help you find a way.

Community First is committed to helping our member-owners plan for a secure tomorrow. Our advisors, registered through CFS, can help you with:
 

retirement fund.

Individual Retirement Services

Investments

Investments

Road to planning.

Planning

Business Services

Business Retirement Services



Let us help you get there.

Whether developing sound retirement solutions, generating income or protecting your assets, our advisors are committed to:

financial needs

Listening to your goals to keep your assets aligned with your strategy

strategy

Providing your choice of fee-only or commission-based options

customizing

Offering impartial advice and educational resources

advice

Maintaining our professional knowledge and your confidence


 


What will it take to reach your goals?

We’re here to provide resources so you can make informed financial decisions. If you have questions, call or contact us. We’re happy to talk with you.

social security card and us money.
Social Security and Medicare Face Financial Challenges

Most Americans will eventually receive Social Security and Medicare benefits.

401k paperwork.
Changing Jobs? Know Your 401(k) Options

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account.

wedding rings.
Merging your money when you marry

With all the excitement of planning a wedding, make sure you also communicate about merged finances.

 


Try our helpful financial calculators.

 

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that Community First Credit Union assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.
 

Set up a complimentary, no-obligation meeting.

 Our Community First Financial Advisors, through CFS*, are here to assist.

Contact Us      
 

Working in the best interest of member-owners.

Use BrokerCheck – a free independent research tool – to review the background and experience of our advisors.

FINRA BrokerCheck
 

Take the mystery out of financial planning.

We want you to feel confident about your financial future. We’ll explain things in your terms – not industry jargon – helping you define your goals and create a financial strategy you can understand.


CFFA logo

Financial focus for the lifestage you’re in.

Whether you are just getting started on the job or are almost retired, you’ll find the advice and service to achieve your financial goals.


 
 

Your retirement starts here.

Planning for retirement is one of the most important ways you can invest in yourself and your future. We can support you with:

  • 401(k) and retirement plan rollovers

  • Individual Retirement Accounts (IRAs)

  • Roth IRAs

 

planning for retirement
 

Investing in your financial well-being.

We provide a focused approach to portfolio management. This means your assets are always aligned with your strategy. We can support your goals with:

  • Savings and investment plans

  • Mutual funds

  • Stocks and bonds

 

financial planning
 

Help with your journey.

We take a consultative approach to financial planning, no matter if you're just getting started or are a seasoned investor. We can answer your questions and help you with:

  • Financial goal setting

  • Long-term care

  • Education funding

 

couple biking together
 

Services for your business.

Our team offers actionable guidance for your business, including assistance with:

  • 401k plans and other corporate retirement options

  • Deferred compensation plans

  • Supplemental employer retirement plans

 

happy business owner

Set up a complimentary, no-obligation meeting.

 Our Community First Financial Advisors, through CFS*, are here to assist.

Contact Us      

Here to help member-owners like you.

It’s important to partner with a proficient advisor looking out for your best interest. Put our over 65 years of collective experience to work for your financial future. Contact us today for a complimentary, no obligation meeting at the Community First location most convenient for you.

 


CFFA logo

Meet our trusted advisors.

We’re here to help find a way for you to reach your financial goals.

Andrew Martin

Serving Appleton & Waupaca
 

Andrew Martin

Financial Advisor
CUSO Financial Services, LP*
920.830.7200

Andrew has over 11 years of experience as a Financial Advisor, where he takes a holistic, realistic and personalized approach to retirement planning with his members. He hopes to replace fears and uncertainty about retirement with dreams and excitement.

Serving Appleton & Darboy  

Jeff Venable 

Financial Advisor
CUSO Financial Services, LP*
920.830.7200


Jeff has been in the financial industry since 2004, after spending 24 years in the Navy. His goal is to build relationships with his members that allow him to develop their financial plans around what is important to them in life.

Chad Schroeder

Serving Oshkosh & Neenah

Chad Schroeder

Financial Advisor
CUSO Financial Services, LP*
920.830.7200

Chad uses his 13 years of industry experience to help members develop a strong financial plan that meets their objectives throughout their working years and into retirement. 

Jake Buman

Serving Appleton, Oshkosh, New London & Kimberly

Jake Buman

Financial Advisor
CUSO Financial Services, LP* 920.830.7200

Jake has ten years of financial experience where he takes a personal income based approach to find the right strategy for you. In an environment where most pre-retirees and retirees worry about running out of money, his goal is to leave members empowered and confident in their finances and individual goals.

 

Working in the best interest of member-owners.

Use BrokerCheck – a free independent research tool – to review the background and experience of our advisors.

FINRA BrokerCheck
 

 

Set up a complimentary, no-obligation meeting.

 Our Community First Financial Advisors, through CFS*, are here to assist.

phone

Call 920.830.7200

Live personal service: M-W 8:30 am – 5 pm; Th & F 8:30 am – 6 pm; Sat 8:00 am - Noon.
click

Click

Use the form below to send us a message and we’ll follow up with a call or email.


NOTE: Please do not include personal information such as account number, social security number or other financial data in this form.
 
( ) -
 

Already working with Community First Financial Advisors through CFS?*

You can view your portfolio online by logging in below.

 

*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 a deposit or guarantee of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Community First Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.