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:
- Financial analysis
- Professional money management
- College savings plans
- IRA rollover options
- 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 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
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.
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.