Local financial advisor John Frausto at Kohler Credit Union recognized for excellence by Cuna Brokerage Services, Inc.
KOHLER, Wisconsin – John Frausto, an associate financial advisor at KCU Investment & Retirement Services located at Kohler Credit Union, has been awarded the Fast Start Award by their broker-dealer, CUNA Brokerage Services, Inc. (CBSI). This distinction is awarded to select financial advisors registered with CBSI who demonstrate outstanding performance as new advisors for sales productivity and working with members.
John has 3 years in the investment and insurance industry and holds a Bachelor’s Degree in Education. His passion for helping people led him to his personalized approach in reviewing client’s financial goals, educating them on the services available and then creating a customized plan that is suited to their specific needs. “John’s quick adoption and vast knowledge of investment and retirement products and services enables him to help our members make sound financial decisions consistent with their comfort level and lifestyle. This award exemplifies his commitment to our members and their livelihood,” said John Ehmann, chief financial officer at Kohler Credit Union.
In winning this award CBSI recognizes John’s commitment to the financial well-being of Kohler Credit Union members and to production that strengthens the CBSI/Kohler relationship.
Kohler Credit Union is a $425 million not-for-profit, financial cooperative, owned and governed by its members. Membership is open to anyone who lives or works in Sheboygan, Calumet, Fond du Lac, Manitowoc, Milwaukee, Ozaukee, Washington or Waukesha County; as well as their immediate family members and associations or organizations.
CUNA Brokerage Services, Inc. (CBSI) provides broker-dealer and registered investment advisory services to credit unions throughout the nation, offering a full range of investment and insurance products to help credit unions help their members reach a more secure financial position. CBSI, an affiliate of CUNA Mutual Group, is the leading broker-dealer serving the credit union marketplace. CBSI has more than 285 credit union programs, 430 active advisors, with more than $25 billion in assets under management.