The SCCU Retirement & Financial program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Retirement & Financial Advisors
Wendy M Otterness
715-398-8917
Financial Advisor
Anthony Bye
715-398-8975
Financial Advisor
Jacob Pentz
715-398-8918
Financial Services Representative
Check the background of these investment professionals on FINRA's BrokerCheck
Financial Planning Services
SCCU Retirement & Financial Professionals 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
To see what SCCU Retirement & Financial Professionals can do for you to plan a secure financial future, ask any Superior Choice Credit Union employee how to schedule your no-cost, no-obligation appointment with Wendy.
*SCCU Retirement and Investment Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. 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 Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
FR-2262826.1-1018-1120