As a member of AAACU you have access to Kevin L. Friddle, our Financial Advisor available through our broker-dealer CFS*.
In today’s market, it’s essential to work with a Financial Advisor who can provide you insight and guidance based on an understanding of your unique situation.
For over six years Kevin has concentrated on developing, implementing, and monitoring personalized financial plans for his clients. He specializes in retirement strategies and IRA rollovers for 401(k)’s, 403(b)’s, 457’s, Profit Sharing, and TSP’s.
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Kevin is here to:
If you would like to learn more about Kevin and his services, feel free to contact him at 989-354-1625 or stop by your local branch to schedule an appointment.
Kevin is registered as an investment advisor and holds a Series 7, Series 66, as well as Life, Health, and Variable Annuity insurance license. Kevin is licensed to transact securities business in MI, SD & FL.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Alpena Alcona Area Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.