DUPAGE FINANCIAL ADVISORS

Need financial advice?
Talk to Tom.

Schedule a complimentary consultation1 with a CERTIFIED FINANCIAL PLANNER™ today.

What is DuPage Financial Advisors?

Exclusively for members, the DuPage Financial Advisors2 Program is here to help you achieve your financial goals. CERTIFIED FINANCIAL PLANNER™ Tom Trost currently helps over 200 clients achieve their financial goals. Tom’s areas of focus include:

  • Retirement Planning
  • 401(k)/Pension Rollovers
  • Investment Planning
  • Education Funding
  • Estate Conservation
  • Social Security
  • Trust Services
  • Business Planning
  • Life Insurance
  • Long Term Care
  • Mutual Funds & ETFs
  • Stocks/Bonds
  • TRS and SURS pensions

What do I get during my consultation?

  • A private review of your current overall financial picture
  • A discussion about your personal goals for your financial future and tools on how to achieve them
  • A look at how taxes, Social Security, pension, and more will affect you both in the present and the future
  • An open and inclusive environment for you to participate and ask questions
Tom Trost profile

Meet Tom Trost, CFP®2

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.

Request your complimentary consultation.

Complete the form below to get started, or call Tom at 630-718-8333.2

CBSI, FR-2692402.1-0819-0921
1
  • By appointment only for non-FINRA registered branch office locations. Not NCUA/NCUSIF/FDIC insured. No financial institution guarantee. May lose value.

2
  • 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.

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Routing Number:
271990198