As a Senior Retirement & Investment Representative, Jeremy is qualified to provide credit union members with professional assistance, quality financial products and dependable service.
Jeremy is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer and member of FINRA and SIPC. Check the background of this investment professional on FINRA® BrokerCheck.
Bachelor of Science, University of Wisconsin — Oshkosh
Financial Services Industry since 2001
Married (wife Michelle), Son (Gavin)
Coaches Youth Sports
Enjoys boating with family & friends
CU1RIS 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, D/B/A CU1RIS,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-3140629.1-0620-0722