She’s Done It Again!
Kristin does so much for our members that CUSO Financial Services, L.P. has awarded her with the 2018 Gold National Keystone Award**. That makes it her seventh consecutive Keystone award!
Kristin provides knowledgeable guidance on investment services that fit your unique needs. Retirement Planning, Wealth Management, College Savings, 401(k) Rollovers, Life Insurance, and More.
Start planning for tomorrow, today! Contact Kristin at
952-445-0888 to schedule your consultation.
*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 principal. 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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