Investment and retirement services

    Jason Freese
    Registered Representative


    CUSO Financial Services, LP
    Greater Iowa Credit Union
    1-800-296-9064 Office
    515-956-3060 Cell

    jfreese@greateriowacu.org
       

    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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.