Retirement & Financial Advisors
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 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
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.
To see what SCCU Retirement & Financial Professionals 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.
*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