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Routing Number: 272479663 Swift Code: MSUCUS44
 
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Meet Your Advisors

Mark Garrod
Financial Advisor - CUNA Brokerage Services, Inc. (CBSI)
Mark specializes in retirement strategies, income options in retirement, IRA rollovers for 401(k)s, 403(b)s, 457s and is familiar with TIAA-CREF and Fidelity retirement plans.

Registrations and Licenses:
• Mark is FINRA registered to sell securities and provide financial advice
• State of Michigan life insurance license

Mark is licensed in MI, CA, CO, CT, FL, GA, KS, IN, KY, MO, NC, NM, NY, TX, and other states as needed.

Services:
• Financial, retirement planning
• Investment management and planning
• Income options for retirement
• Open architecture of managed money, mutual funds, and annuities
• Life, disability, and long-term care insurance
• Estate Conservation
Contact Mark Garrod
Email: mark.garrod@cunamutual.com
Phone: 517-333-2424, ext. 7180
Fax: 608-236-7348
Travis Pasma, CRPC
Financial Advisor - CUNA Brokerage Services, Inc. (CBSI)
Travis specializes in helping his clients plan for retirement. This can range from management of 401(k)/403(b) rollovers to retirement income strategies to providing proper insurance options that best fit your needs.

Registrations and Licenses:
• Travis is FINRA registered to sell securities and provide financial advice
• State of Michigan life insurance license

Travis is licensed in MI, FL, IL, MN, OK, WA, and other states as needed.

Designations:
Travis has a Chartered Retirement Planning Counselor designation fromthe College for Financial Planning.

Services:
• Financial, retirement, and estate planning
• Open architecture of managed money, mutual funds, and annuities
• Income options for retirement
• Life, disability, and long-term care insurance
Contact Travis Pasma, CRPC
Email: travis.pasma@cunamutual.com
Phone: 517-333-2424, ext. 7180
Fax: 608-236-8915

*MSUFCU Financial Solutions Advisors 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-2635863.1-0719-0821