Now Introducing...Choice Investment & Retirement Services

Retirement Services

  • Retirement Plan Rollovers
  • Individual Retirement Accounts (IRAs)
  • Business Retirement Accounts
  • 401(k) Plans

Insurance Services

  • Life Insurance
  • Long-Term Care
  • Disability Income

Education Planning & Funding

  • Planning Assistance
  • Education Savings Accounts

Wealth Management

  • Legacy Planning
  • Executive Services
  • Comprehensive Financial Analysis

Financial Management

  • Setting Goals
  • Creating Investment Plans
  • Protecting Financial Security
  • Building Net Worth
  • Managing Wealth

Investments

  • Mutual Funds
  • Stocks
  • Bonds
  • Options
  • Unit Investment Trusts

Managed Accounts

  • Managed Account Program
  • Lockwood Capital Management

Annuities

  • Variable Annuities
  • Fixed Annuities
  • Fixed Index Annuities

Insurance Products

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income

 

 

Randy Bruns - Financial Advisor 515-334-8181

Email Notice:
You may send us questions about product information and other issues via email, but be aware electronic messages sent via regular email are not protected by a high level of encryption. You should not use regular email to initiate any banking transactions.

For more information about the services offered through Choice Investment & Retirement Services call Randy Bruns at (515) 334-8181

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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Trust services available through MEMBERS Trust Company. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. FR020712-ADF.