Investing

Meet Our Investment Advisors

It’s never too early to prepare for your future.

Don’t look now, but the future is closer than you think. MECU Investment Advisors offers the background and expertise to help you create a solid plan to navigate your financial future successfully.

Whether you’re seeking advice on retirement planning, paying for college expenses, or general investment decisions, our highly knowledgeable professionals can provide valuable insight into meeting your future financial needs with a plan tailored around your specific goals, timelines and risk-tolerance level.

Our experienced representatives will be happy to arrange a no-cost, no-obligation meeting to discuss your needs and help you start planning immediately.

Investment Advisors Representatives — in Illinois
Michael Chatterton (Schaumburg, IL)
Mitchell Klinsky (Schaumburg, IL)

Investment Advisors Representatives — outside Illinois
    Stewart Conover (Lockport, NY)
    Attila Gaal (Margate, FL)
    Larry Wajsman, CFP® (Norcross, GA)

Set An Appointment

Or call 877-270-6392, x85124.

FAQs

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A MECU Investment Advisors, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc. is a registered broker/dealer in all 50 states. FR021124-7690

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