DuPage Financial Advisors
In the spirit of our promise to help Members with life’s events, big and small, we’re pleased to announce the debut of the DuPage Financial Advisors* Program located at the Credit Union. Certified Financial Planner, Tom Trost has been carefully chosen to work exclusively with Members and is available to confidentially discuss your options at no cost, no obligation.
Tom’s Areas of Focus
Whether you’re looking for guidance on the best way to save for a child’s education, invest money that you have inherited, transition a 401(k) due to a new job or need a comprehensive plan, Tom is here to help achieve your goals. Tom’s areas of focus include:
- Insurance Planning
- Retirement Planning
- 401(k)/Pension Rollovers
- Investment Planning
- Education Funding
- Estate Conservation
- Business Planning
- Mutual Funds
Check the background of this investment professional on FINRA’s BrokerCheck.
More About Tom
Tom 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. He also holds an M.B.A. from Southern Illinois University. Besides Tom’s credentials, he is also no stranger to the community as he calls Wheaton his home.
No Cost, No Obligation Consultation
*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.
The CFP® certification marks are not affiliated with CUNA Brokerage Services, Inc.
**By appointment only for non-FINRA registered branch office locations. Not NCUA/NCUSIF/FDIC Insured ∙ No Financial Institution Guarantee ∙ May Lose Value