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Investment Services

Investment Services

On the road of life, there are many special milestones—getting married, buying your first home, sending your children to college, and enjoying your retirement are a few big ones. UKFCU helps you prepare for these milestones with investment services and investment accounts to ensure you have the finances you need at the time you need it most. 

We offer full-service investment services and a wide array of investment accounts, partnering with CUSO Financial Services, LP (CFS) to give you sound advice and help you make decisions that will secure your brightest future. 

Key investment account products include: 

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

UKFCU investment services benefits include: 

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

Investment Team

Roy Wagner, RFC® Investment Services Representative at UKFCU

Justin Perkins, Investment Services Representative at UKFCU

Roy Wagner, CFP®
CERTIFIED FINANCIAL PLANNER™
859.264.4106
rwagner@ukfcu.org 

Justin Perkins
Investment Services Representative
859.264.4289
jperkins.cfsinvest@ukfcu.org

BrokerCheck - check the background of this investment professional

BrokerCheck - check the background of this investment professional

View Investments



Financial Tools
Use our tools to help you plan for your financial future. Download your custom report, and share the information with your Investment Services Representative.

WHAT MAY MY 401K BE WORTH?

HOW MUCH CAN I CONTRIBUTE TO AN IRA?

HOW MUCH WILL I NEED TO SAVE FOR RETIREMENT?

HOW MUCH WILL I NEED TO SAVE FOR COLLEGE?


When it comes to your lifetime investments, you want to rely on someone you can trust. UKFCU helps you make the most of your investments so you can live life to the fullest when it matters. Our investment services representatives will work with you to choose the best investment products to meet your goals. We also partner with CUSO Financial Services, LP to bring you a full range of investment products and quality investment services.


Roy is securities licensed in IN, KY, CO, FL, IN, MD, MA, MN, MO, NC, PA, TX and VA.
Justin is securities 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.