Latest News

Local financial advisor recognized for excellence by broker-dealer

• Bookmarks: 10321

Sheboygan, WI – Thomas Binversie, a financial advisor at MEMBERS Financial Services located at Kohler Credit Union, has been named to the Senior Advisor Leadership Team with their broker-dealer, CUNA Brokerage Services, Inc. (CBSI). This distinction is awarded to a limited number of financial advisors registered with CBSI who demonstrate exceptional sales productivity success, leadership within their credit union and among their peers, and have seniority at the broker-dealer.

As a trusted partner of Kohler Credit Union for the past 10 years, Tom has a strong history of working with credit union members, their families and friends. His access to a wide variety of investment and insurance products enables him to help our members make sound financial decisions consistent with their comfort level and lifestyle. Tom’s appointment to SALT exemplifies his commitment to our members and their livelihood,” said Laura Gabrielse, senior vice president of communications and community development.

In addition to providing sound input and representing their fellow advisors with CBSI leadership and staff, Binversie also has the responsibility of being an ambassador for CBSI and its advisors across the country.

“The Senior Advisor Leadership Team (SALT) provides an invaluable service to CBSI as well as their peers in helping us continue to be a best-in-class broker-dealer,” said Rob Comfort, President of CUNA Brokerage Services Inc. “I’d like to congratulate the entire 2018 Senior Advisor Leadership Team for gaining the confidence of their peers and earning this important designation.”

CBSI’s financial advisors work in credit unions, helping members meet their retirement, investment and insurance goals. Their financial investment planning services can include simple transactions to complex financial planning and wealth management.

Kohler Credit Union is a $360 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.

About CUNA Brokerage Services, Inc. (CBSI) – CUNA Brokerage Services is a leading broker-dealer in the credit union marketplace, offering a full range of investment products, variable insurance products, securities programs and professional services related to securities transactions. CBSI is the securities broker-dealer for CUNA Mutual Group.

Want to see your press release printed in The Kohler Villager?
Releases are $30 (or free when placing an ad).
Email to inquire.

10 recommended
bookmark icon

Write a comment...