At Affinity Plus, our mission is to do what is right for our members-- always , and the Affinity Plus Investment Center, available through CFS*, is no different. As a not-for-profit member-owned financial cooperative, our focus is solely on YOU, regardless of how much you plan to invest. We're here to help you define and reach your short- and long-term investment goals recommending products or services in your best interest.
Our Investment Representatives
Working with our investment representatives gives you access to a number of investment products, including retirement education, asset accumulation, estate planning, as well as a variety of mutual funds, annuities, and insurance options through CUSO Financial Services, L.P. (CFS), our broker-dealer.
Regardless of how you choose to invest, our representatives are available to meet with you one-on-one to discuss your financial needs. To get started, call one of our investment representatives and set up an initial complimentary consultation and begin your investment plan today.
| Representative | Phone Number | Registered States |
|---|
| Matt Fuller |
(651) 312-9855 |
Minnesota, California, Colorado |
| Caty Krauter |
(651) 312-9274 |
Minnesota, Illinois, New York, Hawaii, and Oregon |
| Kotchi Prosper |
(651) 312-9862 |
Minnesota, Wisconsin, and Colorado |
| Todd Utecht |
(651) 312-9315 |
Minnesota, Wisconsin, Iowa, California, Oregon, and Florida |
Below is a list of possible questions you may wish to discuss with an investment representative:
- How do I achieve my short- and long-term goals?
- Retirement options -- Am I on track to meet my goals?
- How do I allocate funds in my 401(k)?
- How can I create a plan to save for college tuition?
- Am I contributing the maximum allowable amount to my IRA?