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Partnering In Your Financial Future

WESTconsin Investment Advisors makes available a variety of insurance and investment products that complement those offered by WESTconin Credit Union. Our program can provide a package of protection and asset accumulation products that can help you meet your personal financial objectives; whether those objectives involve saving for a home, providing a college education, or planning a comfortable retirement.

Our representatives are dedicated career professional carefully selected and trained to serve credit union members. They can work with you to help you achieve your personal financial goals and provide information on the following services and products:

  • Insurance planning
  • Retirement planning
  • Investment planning
  • Education funding
  • Business planning
  • Estate planning
  • Annuities
  • Managed accounts
  • Mutual funds
  • Stocks/bonds

The WESTconsin Investment Advisors 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.

Privacy and security policies may differ between WESTconsin Credit Union and CUNA Mutual Group.

You should understand that if you conduct business here, you are conducting business directly with CUNA Mutual Group.

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Experienced Professionals Who Care

Your Financial Advisor is fully registered, licensed and experienced investment and retirement planning professional who cares about people, and is dedicated to helping them build financial strength and security for life.

Investment Advisors

  • Tim Carlson

    Vice President*
    Financial Advisor

    (715) 235-3403 ext. 7219 Email Tim
  • Alex Burian

    Financial Advisor

    (715) 425-8113 ext. 7506 Email Alex
  • Bob Dillon

    Financial Advisor

    (715) 833-8035 ext. 7373 Email Bob

*The Vice President title is not associated with CUNA Brokerage Services, Inc.
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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.

*WESTconsin Investment Advisors' 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.

Secure Your Future

Planning and saving for your future requires patience and attention… and often the help of someone you know. That's why working with your credit union's financial professional in this increasingly complex environment makes sense. Your unique needs are always put first by someone dedicated to making your financial planning and savings experience both rewarding and satisfying.

Contact an Investment Advisor today

WELCOME! YOU ARE ABOUT TO ACCESS SERVICES PROVIDED BY CUNA MUTUAL GROUP.

The WESTconsin Investment Advisors 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.

Privacy and security policies may differ between WESTconsin Credit Union and CUNA Mutual Group. You should understand that if you conduct business here, you are conducting business directly with CUNA Mutual Group.