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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

illustration

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

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. FR-1802172.1-0517-0619