INVESTMENT SERVICES PERSONAL SERVICES INVESTMENT SERVICES A A A INVESTMENT SERVICES WITH UKFCU AVAILABLE THROUGH CUSO FINANCIAL SERVICES, L.P. (CFS)* On the road of life, there are many special milestones—getting married, buying your first home, sending your children to college, and enjoying your retirement are a few big ones. UKFCU helps you prepare for these milestones with investment services and investment accounts to ensure you have the finances you need at the time you need it most. MEET OUR INVESTMENT REPRESENTATIVES Roy Wagner, CFP® CERTIFIED FINANCIAL PLANNER™ CUSO Financial Services, L.P. 859.264.4106 rwagner@ukfcu.org Broker Check Justin Perkins Financial Advisor CUSO Financial Services, L.P. 859.264.4289 jperkins.cfsinvest@ukfcu.org Broker Check Nathan Bay Financial Advisor CUSO Financial Services, L.P. 859.264.4110 nbay.cfsinvest@ukfcu.org Broker Check VIEW INVESTMENTS PROVIDING SERVICES THAT FIT YOUR NEEDS We offer full-service investment services and a wide array of investment accounts, available through CUSO Financial Services, LP (CFS) to give you sound advice and help you make decisions that will secure your brightest future. &amp;amp;nbsp; KEY INVESTMENT ACCOUNT PRODUCTS INCLUDE: Mutual Funds Fixed & Variable Annuities Stocks Bonds Life Insurance UKFCU INVESTMENT SERVICE BENEFITS THROUGH CFS INCLUDE: Advisory investment accounts Employee benefit options Financial planning Investment strategy Pre- and post-retirement planning Portfolio reviews, analysis, and assessments Long-term care insurance 403(b) and 401(k) guidance and management Corporate retirement plans for small and medium businesses FINANCIAL TOOLS Use our tools to help you plan for your financial future. Download your custom report, and share the information with your Investment Services Representative. What May My 401k Be Worth How Much Can I Contribute to an IRA? How Much Will I Need to Save For Retirement? How Much Will I Need to Save For College? When it comes to your lifetime investments, you want to rely on someone you can have confidence in. UKFCU investment services through CFS helps you make the most of your investments so you can live life to the fullest when it matters. The CFS investment services representatives will work with you to choose personalized investment products to meet your goals. We also work with CUSO Financial Services, L.P. to bring you a full range of investment products and quality investment services. Roy is securities licensed in KY, AL, CO, FL, IN, MA, MD, MN, MO, NC, NH, NM, NY, OH, PA, SC, TX, VA, WA Justin is securities licensed in KY, AL, CT, GA, FL, NC, VA, WA, OH, IN, AZ, NY. Nathan is securities licensed in KY, FL. *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. UKFCU has contracted with CFS to make non-deposit investment products and services to credit union members. CAREERS Careers Job Listings COMMUNITY Community Outreach UKFCU Seminars Scholar Connect Support Our Troops Volunteer Opportunities Become a Member Shopper Member Suggestion Box QUICK LINKS Apply for a Loan Become a Member Locate ATMs Contact Us Locations Calculators Credit Card Access FAQs RESOURCES Forms and Policies Newsletter Mission & Values Video Library Holiday Schedule NMLS ID Numbers Brochures ADA Accessibility Get the UKFCU App on Google Play or the App Store! phone 859.264.4200 Toll Free 800.234.8528 mail contact@ukfcu.org location 1730 Alysheba Way Lexington, KY 40509 ABA/Routing No.: 242176129 NMLS ID No.: 491194 Copyright 2020 University of Kentucky Federal Credit Union Federally Insured by NCUA