Investments

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*!
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
    Financial Advisor
    CUSO Financial Services, L.P. (CFS*)

    FINRA licenses are held in FL, IL, MN, TX and WA. Additionally, Kristin is insurance-licensed in MN.

    Kristin Chim

    *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.
    †For specific tax advice, please consult a qualified tax professional.

    Get there. Start here.

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    Routing #: 091981646  |  NMLS ID # 1059389

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