Just Ask CFS* Financial Advisor, Kristin Chim.
Kristin recently achieved the Gold National Keystone** Award and is ready to help answer your wealth management questions. She can provide insight and guidance based on an understanding of your unique situation.
Kristin Chim is a Certified Fund Specialist and a securities-licensed Financial Advisor with over 18 years of experience in the financial services industry.
Get Your Questions Answered!
Schedule a free consultation
952-445-0888, ext 719
- Wealth Management
- 401(k) Rollovers
- Retirement Planning
- Retirement Income Planning
- College Savings
- Life Insurance
*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 guarantees or obligations of the credit union, and may involve investment risk including possible loss of principle. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**The Keystone Award recognizes programs having the highest ratio of revenue per $1 million of total deposits
†For specific tax advice, please consult a qualified tax professional.
Kristin Chim, CFS®
Certified Fund Specialist
CUSO Financial Services, L.P. (CFS*)
FINRA licenses are held in FL, IL, MN, TX and WA. Additionally, Kristin is insurance-licensed in MN.
Routing #: 091981646 | NMLS ID # 1059389
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