Frontwave Investment Services

Your financial dreams are our top priority.

The Frontwave Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

As you map out your financial future, there are a lot of decisions to make. That's why it's a good idea to get some guidance from an experienced professional. At Frontwave Investment Services, we'll work with you to determine your comfort level, create an investment timeline and set long-term goals. Regardless where you are in life, the end result will be a strategy designed to protect, build and use your assets in the most advantageous way.
 

Professional Services

  • Retirement planning
  • General investment management
  • Long-term care insurance
  • Education funding
  • Comprehensive financial guidance
  • Personal financial assessments
  • 401(k) planning
  • Retirement income planning
  • Portfolio management
  • Investment management

Financial Advisor

Kathy L. Chesney, our financial advisor, will collaborate with you to develop a financial plan that aligns with your specific needs, experience and time horizon.


* Frontwave Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc.(CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
 
FR-2436945.1-0219-0321
Broker Check
Check the background of investment professional Kathy L. Chesney on FINRA's Broker Check.