Available through CUSO Financial Services, L.P. (CFS*)
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Our CFS* Investment Team
CFS* Financial AdvisorFrank.Flower@meritrustcu.org 316.219.7725 Read Bio›
Meet Frank Flower, Financial Advisor at Meritrust Wealth Management, available through CUSO Financial Services, L.P. Frank has obtained his FINRA Series 7, 63 and 66 licenses. He is a lifelong Wichitan with a passion for helping people and serving others. Frank understands financial planning can be overwhelming, which is why he's focused on providing clarity for his clients and building confidence along the way. As a Financial Advisor, he's dedicated to building strong relationships and being a continuous partner in helping ensure quality of financial life. Check out Frank on FINRA's BrokerCheck
CFS* Financial AdvisorDallas.Walker@meritrustcu.org 316.252.8009 Read Bio›
Meet Dallas Walker, Financial Advisor at Meritrust Wealth Management, available through CUSO Financial Services, L.P. As a Financial Advisor, Dallas is passionate about making a difference in his members' lives. Dallas' greatest joy in financial planning is lifting a weight off his members' shoulders and giving them confidence they're on the right track financially. He knows every member's situation is unique, and he enjoys the opportunity to build relationships with members and get to know their goals and dreams. Dallas understands the importance of planning for the future through the various life stages of wealth accumulation and, ultimately, wealth distribution. Check out Dallas on FINRA's BrokerCheck
CFS* Registered Financial RepresentativeJarrett.Raney@meritrustcu.org 316.558.5027 Read Bio›
Meet Jarrett Raney, Registered Financial Representative at Meritrust Wealth Management, available through CUSO Financial Services, L.P. As a Registered Financial Representative, Jarrett wants to help his members feel confident in their financial futures. He understands the decisions to work through in financial planning can be overwhelming. Jarrett appreciates the opportunity to partner with members to walk them through options to recommend the best strategy for their situation. Check out Jarrett on FINRA's BrokerCheck
Your life-centered financial planning
When helping you plan for your future, we meet you where you're comfortable. Our CFS* financial advisors understand you have both short-term and long-term financial goals, and they are ready to help you achieve them all. The team of financial planners in Wichita understands the markets we serve and are only a phone call away. They will be there for you to help you prepare for life's changes, whether you're planning for a comfortable retirement, saving for a child's education or anticipating new career opportunities.
Our Financial Advisors, available through CUSO Financial Services, L.P., provide access to a full range of financial planning services, including:
- Retirement planning services
- Exploring tax advantages
- Protecting your family
- Navigating family changes: birth, loss of a loved one, marriage or divorce
- Building a legacy
- Saving for higher education
- Planning for long-term care needs
- Exploring investment strategies
- Creating a plan for your small business
How may we help you?
In today's market, it's essential to work with a financial advisor who can provide you insight and guidance based on an understanding of your unique situation. As a member of Meritrust Credit Union, you have access to our knowledgeable and dedicated CFS* Financial Advisors. If you want to start a conversation about your finances or just hear your options, fill out the form below to get in touch.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and 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. Meritrust Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.