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Retirement and Investments

Available through CUSO Financial Services, L.P.*


My Portfolio

Calculators

Meet our CFS* Financial Advisors!

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!

Grady Trumble
CFS*, Financial Advisor

316.265.3272 ext.46
1.800.256.8049
1401 N. Maize Road
GradyT@cuofamerica.com

CUA Retirement & Investment Services

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

Specialties

  • Key Person Insurance
  • Tax Advantaged Investments
  • 401k and 403b rollover options**
  • Retirement & Distribution Planning
  • Wealth Management
  • KPERS funds and 403B

Professional Background

  • 9 Years in Investment Industry
  • Kansas State University Alumni
  • Licensed Financial Advisor
  • Life Underwriter Training Council Fellow®
  • Registered with CUSO Financial Services, L.P.*
  • Security licensed to do business in AR, CO, FL, KS, MO, NC, NE, NM, NY, OH, OK, TX and WY.

BrokerCheck - check the background of this investment professional

Gene Heffron AWMA®, CRPS®
CFS*, Financial Advisor

316.265.3272 ext.68
800.256.8049
10222 E. Harry
GeneH@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

Professional Background

  • 20 years in banking and advisory experience
  • Bachelor of Science in Business Management from California Coast University (Santa Ana, CA)
  • Licensed Financial Advisor
  • AWMA - Accredited Wealth Management Advisorâ„ 
  • Registered with CUSO Financial Services, L.P.*
  • CRPS - Chartered Retirement Plans Specialistâ„ 
  • Security licensed to do business in KS and OK.

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.