Investments

VIEW MY PORTFOLIO CONSULTATION REQUEST

UKFCU has two investment representatives, click the buttons below for more information on each representative:

Steve Seals Roy Wagner

Preparing for retirement, sending children to college, purchasing a first home – These are lifestyle goals we set for ourselves, without spending much time planning how to achieve these goals.

Now you can – with University of Kentucky Federal Credit Union Investment Services through CUSO Financial Services, L.P.

The CUSO Financial Services Investment Representative at the University of Kentucky Federal Credit Union is available to help you with your investment decisions with the latest information on an array of products, including:

  • Mutual Funds
  • Fixed & Variable Annuities
  • Stocks
  • Bonds
  • Life Insurance

University of Kentucky Federal Credit Union Investment Services provide full service investment options, through our broker dealer CUSO Financial Services, L.P. (CFS), caters to those individuals who seek comprehensive advice from an Investment Representative in conjunction with:

  • Financial plan development
  • Employee benefit options
  • Investment strategy development
  • Pre- and post-retirement planning
  • Portfolio reviews, analysis and assessments

Contact the University of Kentucky Federal Credit Union Investment Services for all your investment needs by emailing investments@ukfcu.org or calling Steve Seals at 859-264-4806 or Roy Wagner at 859-264-4229.

Steve Seals is securities licensed in Kentucky, Florida, Hawaii, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, Vermont and Virginia.

Roy Wagner is securities licensed in Kentucky and Missouri.

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. UKFCU has contracted with CFS to make non-deposit investment products and services to credit union members.