Kotchi Prosper, Affinity Plus Investment Center

Kotchi Prosper

Director of Investment & Retirement Services
As a Director of Investment & Retirement Services, I work with clients to design a personal financial plan based on their life goals. This strategy focuses on helping them become more confident about managing their financial objectives.

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Contact Kotchi

(651) 312-9862 | (877) 267-0255 ext. 9862

Business Experience


2019-Present: Director of Investment & Retirement Services
2005–2019: Senior Financial Advisor, Affinity Plus Federal Credit Union
2005–2005: Financial Advisor, American Express Financial Advisors

Education

University of Mary - Bismarck, ND
Master of Arts: Business management 2000
Bachelors of Science: Social Behavioral Sciences 1997

Qualifications

  • FINRA registered to sell securities
  • Life and Health Insurance licensed
  • Charted Retirement Plan Counselor
  • Behavioral Financial Advisor

Investment Center Disclosures

Affinity Plus Investment Center 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.

FR-3425775.1-0121-0223