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CUA Retirement and Investment Services

Create a Plan to Address Your Objectives

Whether your goals are simple or complex, to pursue them effectively you should have a comprehensive financial plan that includes:

  • A realistic investment strategy that seeks to achieve your desired level of return without taking on more risk than you can tolerate
  • A retirement plan that will help ensure that you have the income you need for as long as you live
  • College and education saving plans that address steadily rising costs
  • An estate plan that meets your goals for charitable giving and the effective transfer of wealth to your heirs

Managing your finances is easier with a professional by your side. As your financial consultant, it is our mission is to become your partner in striving for financial success—to make a difference for you, your family and your future.

To start your conversation about financial planning or to learn more about these and other investment options schedule an appointment.

Meet our Advisors!

Bradley Hill, AAMS
Wealth Advisor

316.247.5526
800.256.8049
711 W. Douglas
b.hill@lpl.com

 

Specialties

  • 23 years of experience
  • AAMS
  • Bethel College
  • Retirement Planning
  • College Funding
  • Annuities
  • Tax Reduction Strategies
  • Stock and Bonds
  • Life Insurance
  • Mutual Funds
  • Pension Review

BrokerCheck - check the background of this investment professional‚Äč

Michael Canfield 
Investment Representative

316.219.5103
800.256.8049
711 W. Douglas
Michael.Canfield@lpl.com

 

 

Specialties

  • IRA Rollover Services
  • 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

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. Credit Union of Ameirca and CUA Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CUA Retirement and Investment Services, and may also be employees of Credit Union of America. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Credit Union of America or CUA Retirement and Investment Services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: AZ, CO, FL, KS, MO, NE, NY, OK, OR, TX, and WA. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency
Not Credit Union of America Guaranteed
Not Credit Union of America
Deposits or Obligations
May Lose Value