Capital Credit score Union pronounces CFS Monetary Advisor Keenan J. Retterath
BISMARCK, ND (November 6, 2023) — Capital Credit score Union in the present day introduced the rent of Keenan J. Retterath. Retterath is a monetary advisor registered via dealer vendor and Registered Funding Advisor CUSO Monetary Providers, LP (CFS). He has six years of expertise in funding providers and shall be based mostly at Capital Credit score Union’s Principal Workplace in Bismarck.
As a monetary advisor, Retterath shall be chargeable for serving to credit score union members construct customized monetary plans by reviewing priorities corresponding to retirement plan rollovers, insurance coverage, enterprise retirement plans, retirement revenue methods, tax environment friendly investments*, saving for school and extra.
“We’re thrilled Keenan has joined our workforce,” says Capital Credit score Union’s Chief Advertising and Member Expertise Officer Jillian Lagasse. “He has a robust background in funding providers and shall be an integral a part of serving to our members obtain their monetary targets.”
“I’m excited for the brand new challenges and alternatives that await me at Capital Credit score Union,” says Retterath. “Together with persevering with to help my present purchasers, I stay up for assembly our members and serving to information them towards monetary success.”
A graduate of Stanton Excessive College and Bismarck State Faculty, Retterath joins the Capital Credit score Union workforce from Wagner Monetary Providers in Bismarck. He and his spouse, Carly, dwell in Mandan with their daughter, Lauren.
Investments accessible via CUSO Monetary Providers, L.P. CFS Member FINRA/SIPC. Investments provided via CFS usually are not NCUA/NCUSIF or federally insured, not a credit score union assure or obligation and should lose worth. Credit score union is contracted with CFS for funding providers. *For particular tax recommendation please seek the advice of a tax skilled.
About Capital Credit score Union (ND)
Capital Credit score Union, initially chartered in North Dakota in 1936, is a not-for-profit monetary cooperative owned by every of its greater than 30,000 members and overseen by a member-elected board of administrators. They supply private and enterprise banking options together with auto loans, dwelling fairness loans, mortgage loans, checking accounts, financial savings accounts, enterprise loans and extra to member people, companies and different organizations positioned inside a 75-mile radius of Bismarck, Hazen or Fargo, or a 50-mile radius of Beulah or New Salem.
Contacts
Jillian Lagasse
Chief Advertising and Member Expertise Officer
701-355-7706
jillian.lagasse@capcu.org
