Meritrust Wealth Management

Wealth Management

Available through CUSO Financial Services, L.P. (CFS*)

Our professionals can help you pursue future opportunities.

 

Whether you're just starting your career or looking forward to retirement just around the corner, Meritrust gives you the opportunity to invest your money and watch it potentially grow.

Through a contract with CUSO Financial Services, L.P., we provide access to a full range of brokerage services, including:

Features:

  • Financial analysis
  • Professional money management
  • College savings plans
  • IRA rollover options
  • Business retirement plans
  • Stocks and bonds
  • Mutual funds
  • Annuities
 
 

Open your account

In today's market, it's essential to work with an Investment 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* Investment Advisors. If you want to start a conversation about your finances or just hear your options, give us a call. Our CFS* Investment Advisors are listed below.

 

Our CFS* Investment Team


Jim Homan, CFS* Investment Representative

Jim Homan, CFS* Investment Representative

Meet Jim Homan, Investment Representative at Meritrust Wealth Management, available through CUSO Financial Services, L.P.

Jim believes preparing for and managing retirement requires considerable thought and planning. Jim has 35 years of experience in the financial services industry and will do his best to understand your situation. As a Chartered Retirement Planning Counselor(sm), he has received extensive training in helping to increase your retirement income and helping with investment solutions.

Jim and his wife Debbie have five children and an increasing group of grandchildren. When the weekend comes, you will find them cruising a car show, riding a Harley, or shooting a handgun at a local range.

If you would like to learn more about Jim and his services, feel free to contact him at 316.219.7755 or email Jim.homan@meritrustcu.org to discuss possible financial solutions for your goals.

Check the background of this investment professional on FINRA's BrokerCheck.



Andrew Likes, CFS* Financial Advisor

Andrew Likes, CFS* Financial Advisor

Meet Andrew Likes, Financial Advisor at Meritrust Wealth Management, available through CUSO Financial Services, L.P.

A graduate of Kansas State University’s Personal Financial Planning program, Andrew has a thorough personal finance background to draw upon when meeting with you. As a financial advisor, Andrew understands that wealth is not built in one day, but rather, a series of well-thought-out decisions.

As an individual with a young family, Andrew understands the sacrifices people make to provide for their families. Andrew has been married to his wife, Ashley, for 8 years. They have two young children, Aiden and Adelynn. The family enjoys reading together and spending time outdoors.

If you would like to learn more about Andrew and his service, contact him at 316.219.7683 or email andrew.likes@meritrustcu.org to discuss possible financial solutions for your goals.

Check the background of this investment professional on FINRA's BrokerCheck.



Dallas Walker, CFS* Financial Advisor

Dallas Walker, CFS* Financial Advisor

Meet Dallas Walker, Financial Advisor at Meritrust Wealth Management, available through CUSO Financial Services, L.P.

Dallas grew up in a rural part of southwest Kansas where family and hard work were staples of his growth. In 2009, he graduated from Wichita State University and made Wichita his new home. Since then, Dallas has been serving the city of Wichita for just over five years in the financial services industry and has two years of investment experience.

His diverse background and small town values have rounded his knowledge and experience. Dallas recognizes the great need for careful preparation, thought and strategy when it comes to financial planning.

With a young, growing family of his own, Dallas understands the importance of a strong financial foundation and a road map to the future. He is married to his wife, Laura, and they welcomed their first child, Amelia, in December of 2017. Much of their time is spent with family and church, where both Dallas and Laura serve over children ministries. Dallas is also an active member in the Young Professionals of Wichita.

If you would like to learn more about Dallas and his services, contact him at 316.252.8009 or email dallas.walker@meritrustcu.org to discuss possible financial solutions for your goals.

Check the background of this investment professional on FINRA's BrokerCheck.


*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.