NAPERVILLE – December 29, 2016 – CUNA Brokerage Services, Inc. (CBSI) recently awarded Tom Trost, a CERTIFIED FINANCIAL PLANNERTM professional at DuPage Financial Advisors, with its Fast Start Award.
This award is presented to new advisors who surpass sales goals within their first six months of employment. “I’m very proud of Tom for achieving this result,” said Tom Waldron, District Manager for CBSI. “Tom’s an asset to the company.”
Trost, of Wheaton, works exclusively with DuPage Credit Union Members through the DuPage Financial Advisors Program, which debuted in the Second Quarter of 2016. He is a Registered Representative of CUNA Brokerage Services, Inc. a broker/dealer and a member of FINRA and SIPC, with a select portfolio of securities products and a licensed insurance representative of CMFG Life Insurance Company.
“Starting a new program, you don’t know what to expect,” said Trost, “I’m very excited to receive this award. We (DuPage Credit Union, CBSI and himself) put a lot of hard work putting together this program for the Credit Union’s Members….I get to see Members from all different walks of life, from couples starting college funds for their kids to Members retiring in a year or two….it’s good to see success early on the for long-term viability of this program.”
For more information or to schedule an appointment, call 800-323-2611.
About DuPage Credit Union
DuPage Credit Union is more than just a bank we’re a member-owned financial institution united by a common spirit. As a not-for-profit credit union with more than 33,000 Members, we’re energized to create memorable banking experiences to help with life’s events, big and small. We offer financial solutions to anyone who lives or works in DeKalb, DuPage, Kane, Kendall, Lake, McHenry and Will counties; or attends school in DuPage County. To learn more about DuPage Credit Union, visit dupagecu.com, call 800-323-2611 or stop by a Branch Office. Deposits are insured to $250,000 per account by American Share Insurance. By Members’ Choice this institution is not federally insured. DuPage Credit Union is an Equal Housing Opportunity Lender. NMLS #445096. DuPage Credit Union…banking inspired.
About CUNA Brokerage Services, Inc.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI, FR-1672647.1-1216-0119
Contact: Tami McQueen
DuPage Credit Union
630-428-3440 ext. 3068