South Metro Federal Credit Union provides investment and insurance services through our broker dealer CUSO Financial Services, LP*. Get assistance with your specific financial goals, creating a comprehensive financial plan, or overall financial guidance. Get there. Start here.
Meet CFS* Financial Advisor Kristin Chim
As a member of South Metro Federal Credit Union you have access to Kristin Chim, our Financial Advisor available through our broker-dealer CFS*.
In today’s market, it’s essential to work with a Financial Advisor who 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 17 years of experience in the financial services industry.
Kristin Chim has earned multiple national Keystone Awards from CUSO Financial Services*!
2021 GOLD KEYSTONE ⇒ 2019 GOLD KEYSTONE ⇒ 2018 GOLD KEYSTONE ⇒ 2017 SILVER KEYSTONE ⇒ 2016 GOLD KEYSTONE ⇒ 2015 SILVER KEYSTONE ⇒ 2014 SILVER KEYSTONE ⇒ 2013 SILVER KEYSTONE ⇒ 2012 BRONZE KEYSTONE
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Kristin Chim is here to:
- Listen to your financial needs
- Provide impartial advice to help you make informed decisions
- Be dependable and responsive
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.
†For specific tax advice, please consult a qualified tax professional.
Routing #: 091981646 | NMLS ID # 1059389
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