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Retirement and Investments

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Meet our Financial Advisors!

Use the tools on this page to get started, then schedule an appointment with one of our 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, NE, NM, NY, OH, OK, TX and WY.

BrokerCheck - check the background of this investment professional

Gene Heffron
CFS*, Financial Advisor

316.265.3272 ext.68
1.800.256.8049
711 W. Douglas
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

  • 19 Years in banking and advisory experience
  • Bachelor of Science in Business Management from California Coast University (Santa Ana, CA)
  • Licensed Financial Advisor
  • Accredited Asset Management Specialistsm
  • Registered with CUSO Financial Services, L.P.*
  • Chartered Retirement Plans Specialist®
  • Security licensed to do business in KS and OK.

BrokerCheck - check the background of this investment professional

Michael Canfield
Financial Advisor
CUSO Financial Services, L.P.*

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

  • IRAs, stocks and bonds, and mutual funds
  • College savings plans
  • 401k and 403b rollover options**
  • Fixed, variable and index annuities
  • Professional money management
  • Employer-sponsored retirement plans
  • Life, disability and long-term care insurance
  • Buy/sell funding
  • Key person insurance

Professional Background

  • Bachelors of Business Administration in Business Management from Friends University
  • Life and health license
  • Series 7- general security representative
  • Series 66- uniform combined state law

Michael is securities licensed to do business in Kansas

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.