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LOCAL FINANCIAL ADVISOR RECOGNIZED FOR LEADERSHIP AMONG PEERS

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Wendy Otterness, a financial advisor with SCCU Retirement and Financial Advisors located at Superior Choice Credit Union has been named a “Woman of Distinction” - a recognition which honors female financial advisors for their superior performance and extraordinary efforts in promoting financial security.

The Woman of Distinction recognition is presented by CUNA Brokerage Services, Inc. (CBSI) to top female advisors across the broker-dealer operation. Candidates are nominated by industry peers and selections are based on criteria including annual performance metrics and quality of service to clients.

For being recognized as a Woman of Distinction, Otterness will participate in a national mentoring program where she will have the opportunity to mentor and develop resources for female advisors who are new to the industry.

Otterness is a registered representative of CBSI – the leading broker-dealer serving the credit union marketplace – which partners with credit unions to operate programs dedicated to bringing members quality, personalized financial products and services. Services include retirement planning, financial management, insurance and wealth management.

For a no-cost, no-obligation consultation with SCCU Retirement and Financial Advisors, visit https://www.superiorchoice.com/wealth-management or call 715-398-8917.

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union.  CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee.  Not a deposit of any financial institution.

© CUNA Mutual Group, 2019
CBSI-2420171.1-0219-0321

 

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