Investments

VIEW MY PORTFOLIO CONSULTATION REQUEST

rcwagner (2)Meet Roy Wagner, RFC®, UKFCU
investment representative.
To learn more about Roy,
click here for his personal
video introduction. To schedule
a meeting with Roy, please contact
his investment services coordinator,
Allison at 859.264.4804 or email at
agillum.cfsinvest@ukfcu.org
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CONSULTATION REQUEST

JP-WebsiteMeet Justin Perkins UKFCU
investment representative. Justin has worked
exclusively in the Lexington, KY market
helping community members develop
guaranteed investment, savings and income
plans to meet their individual needs. He
resides here in Lexington, KY with his wife
and two sons.
Join Justin for a Financial Planning Workshop! LEARN MORE
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Preparing for retirement, sending children to college, purchasing a first home – these are life goals that UKFCU Investment Services can help you achieve! We’ve partnered with CUSO Financial Services, L.P. (CFS) to help you with investment decisions on an array of products, including:

  • Mutual Funds
  • Fixed & Variable Annuities
  • Stocks
  • Bonds
  • Life Insurance

Click here for calculators and other investment tools.

UKFCU Investment Services provide full-service investment options, through our broker dealer CFS, catering to those individuals who seek comprehensive advice from an Investment Representative in conjunction with:

  • Financial plan development
  • Employee benefit options
  • Investment strategy development
  • Pre- and post-retirement planning
  • Portfolio reviews, analysis and assessments
  • Long term care insurance
  • 403(b) and 401(k) guidance and management
  • Advisory accounts
  • Corporate retirement plans for small and medium businesses

For more information about UKFCU Investment Services contact Roy Wagner at 859.264.4106 or rwagner@ukfcu.org.  Roy is securities licensed in IN, KY, MA, MN, MO, NC, PA, TX and VA.  Or contact Justin Perkins at 859.264.4289 or jperkins.cfsinvest@ukfcu.org. Justin is security licensed in KY, WA, FL, NC, CT.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UKFCU has contracted with CFS to make non-deposit investment products and services to credit union members.