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Retirement and Investments

Available through CUSO Financial Services, L.P.*

 

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Meet our CFS* Financial Advisor!

Use the tools on this page to get started, then schedule an appointment with one of our CFS* advisors to help guide you through the retirement and investment decisions best suited to your individual needs!

Michael Canfield 
CFS*, Financial Advisor

316.265.3272 ext.611
800.256.8049
711 W. Douglas
MichaelC@cuofamerica.com

CUA Retirement & Investment Services

Available through CUSO Financial Services, L.P. (CFS)*

Specialties

  • 401k and 403b rollover options**
  • Professional Money Management
  • Life, Disability and Long-Term Care Insurance
  • Retirement & Distribution Planning
  • Buy/Sell Funding
  • KPERS funds and 403B

BrokerCheck - check the background of this investment professional

*Non-deposit investment products and services are offered through CUSO Financial Services LP ("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. Credit Union of America has contracted with CFS to make non-deposit investment products and services available to credit union members.

**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgements, required minimum distributions and possession of employer stock.