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Wealth Management Home Page

Retirement & Financial Advisors

Wendy Otterness for web

Wendy M Otterness
715-398-8917
Financial Advisor

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

Financial Planning Services

SCCU Retirement & Financial Advisors offers a variety of investment and insurance products that can help you achieve your personal financial goals.

  • Investment Planning
  • Retirement Income Planning
  • Insurance Planning
  • Wealth Management
  • Mutual Funds / ETFs
  • Annuities
  • Stocks/Bonds
  • Inheritance
 

The Process

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To see what SCCU Retirement & Financial Advisors can do for you to plan a secure financial future, ask any Superior Choice Credit Union employee on how to schedule your no-cost, no-obligation appointment with Wendy.

 

Get Started

SCCU Retirement and Investment Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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 Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.