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As an additional service to our members, FCCU makes available the FCCU Financial Advisors program through CUNA Brokerage Services, Inc. (CBSI)*. CBSI is a broker/dealer focused on serving credit union members and is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Your journey toward retirement may be a few years away or a few decades away, either way it's never too early to start planning.  Whether you're a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change, FCCU Financial Advisors can help you reach your financial goals.

Contact them today to schedule a no-cost, no-obligation consultation to discuss your individual needs.

Phone: 920-563-7305 ext. 132

FCCU Financial Advisors can help you with:

  • Money Management
  • Insurance Planning
  • 401(k) Planning
  • Retirement Planning
  • Estate Conservation
  • Investment Planning
  • Business Planning
  • Education Funding

Check the background on these investment professionals on FINRA’s BrokerCheck.


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Meet our Financial Professional

Jeremy Young

Jeremy A Young, ChFC

Financial Advisor

920-563-7305 ext 132

Schedule an Appointment

Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan to help achieve three key financial goals:

  • Wealth accumulation during your working years
  • Security and independence in your retirement 
  • The transfer of assets in the most advantageous manner

Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

Register for an upcoming Virtual Financial Educational Webinar

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?

Upcoming webinars:

Date:

Time:

Topic:

Registration Link:

April 6th

6:00pm

Redefining a Diversified Portfolio

Register Here

April 13th

6:00pm

The 3 Transitions to Retirement

Register Here

April 20th

6:00pm

Social Security

Register Here

April 27th

6:00pm

Income for Life

Register Here

May 5th

5:30pm

Medicare

Register Here

May 11th

6:00pm

How to Weather a Bear Market

Register Here

May 18th

6:00pm

The Return of Conservative Investing

Register Here

May 25th

5:30pm

Women & Investing

Register Here

June 1st

6:00pm

The 3 Transitions to Retirement

Register Here

June 8th

6:00pm

Social Security

Register Here

June 15th

6:00pm

Income for Life

Register Here

June 22nd

6:00pm

How to Weather a Bear Market

Register Here

June 29th

6:00pm

Rollover Planning

Register Here

These webinars are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers

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*FCCU Financial Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. The FCCU Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

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