Our professionals have ways to keep you intelligently invested.
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 grow.
Through an alliance with CUSO Financial Services, L.P., we provide access to a full range of brokerage services, including:
- Financial analysis
- Professional money management
- College savings plans
- IRA rollovers
- Business retirement plans
- Stocks and bonds
- Mutual funds
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 Investment Advisors available through our broker-dealer CFS*. If you want to start a conversation about financial planning or just hear your options, give us a call. Our registered Financial Advisors are listed below.
Our Investment Team
Jim Homan, CFS* Investment Representative
Meet Jim Homan, Financial Consultant at Meritrust Wealth Management, registered through CUSO Financial Services, L.P. (CFS), our broker-dealer.
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, he has received extensive training in helping to maximize your retirement income and helping with investment solutions that will provide you with the financial plan you deserve. Jim is securities licensed in the state of Kansas.
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.
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.