Existing Members
Log into CU Online and click on Self Service. Next click on Open Additional Accounts under the Member Requests section.
Contact the Member Contact Center at 800-475-1150, email us at memberservices@collinscu.org, or stop into any Collins Community CU location.
We Focus on You
With a specific focus on serving Collins Community Credit Union members, the team at Collins Wealth Management can devote their time and attention to building strong relationships with their clients.
Financial Advisors
Michael J. Albert, CRPC®
Vice President, Wealth Management
Meet Michael
I began my career in 1993 and joined Collins Wealth Management in 1998.
I earned the CRPC designation from the College for Financial Planning, the nation’s premier provider of graduate-level financial education, in 2007.
I’m proud to say I was born and raised in Cedar Rapids. I have a true love for this city and everything it has to offer.
Outside of the office, I am an active member of my church, and I volunteer in the community. I also love traveling and boating with my wife, Sara, and our two kids.
Brian P. Bock, CFP®, CRPC®
Vice President, Wealth Management
Meet Brian
After receiving my Bachelor of Arts degree from the University of Northern Iowa in 1993, I joined Collins Wealth Management. I am a CERTIFIED FINANCIAL PLANNERTM professional and earned the CRPC designation from the College for Financial Planning, the nation’s premier provider of graduate-level financial education.
There’s nothing more rewarding than helping clients through the retirement process. For almost three decades, our team has helped hundreds of people prepare for retirement with confidence. There are few things I enjoy more than seeing my clients a few months after they’ve retired, free from stress and with more time to devote to family, hobbies, and travel. We would love to share the joy of that retirement journey with you.
I currently reside in Solon with my wife, Molly, and our five children. Outside of work, I love spending time with my family, being outdoors, and competing in triathlons.
Dawn M. Frost
Associate Wealth Advisor
Meet Dawn
I began my financial career in 2014 and joined Collins Wealth Management in 2021.
I’m passionate about helping our clients manage their finances and increase their financial well-being. With my strong financial background, I am able to provide clients with financial advice, professionalism, and preparedness. I work with our team of financial professionals and strategic partners, and all of us are committed to providing holistic financial planning customized to each client’s unique needs.
I live in Marion with my family and enjoy spending time on Lake Delhi, traveling, and attending my kid’s activities.
Garret Locke, MBA
Financial Advisor
Meet Garret
I received my Bachelor of Science degree from the University of Washington in 1997 and began my career in the healthcare field, where I dedicated more than 20 years to vision restoration. In 2006, I completed my MBA from the University of Iowa, which furthered my interest in business and financial principles.
In 2017, I started using my passion for helping people to assist families, individuals, and businesses in creating financial road maps that gave direction to their unique destination. I joined Collins Wealth Management in 2019.
By working closely with credit union members, I strive to understand each person’s unique circumstances to provide financial strategies for key stages of life: preservation, accumulation, asset management, and wealth transfer.
I live in Cedar Rapids with my family. I love outdoor activities, road races, triathlons, camping, DIY projects, and attending my family’s events, just to name a few.
Administrative Team
Leigh A. Cook, CFS®, CRPC®
LPL Registered Sales Assistant
Meet Leigh
I started in the financial industry in 1997 and joined Collins Wealth Management in 2001.
As the office sales assistant, I work with our team of financial advisors and strategic partners to provide extensive services to the members of Collins Community Credit Union. I assist with conducting thorough transactions while valuing clients’ time and taking the initiative to help them.
Outside of work, I am an active volunteer in the community. I live in Robins with my husband, Patrick, and our two children, and I enjoy running, hiking, and traveling with my family.
A Smart Plan for a Bright Future
What would you like to achieve with your money? Maybe you’re looking to build wealth, ramp up your retirement savings, or keep your family financially protected.
Planning is key. No matter where you are on your financial journey or where you want to go, the financial professionals at Collins Wealth Management are ready to support you with personalized guidance and a relationship-based approach.
Whether you just started your career, have questions about your 401(k), or are nearing retirement, our financial professionals are here to help you work toward your unique financial goals.
Financial Planning Services
Our financial professionals can help you explore your options and answer any questions you may have.
Wealth Management
Create a plan that addresses key aspects of your financial life, so you can save and invest more effectively and be better prepared for new needs. Our team will take time to understand your overall financial picture, then recommend strategies that are well-aligned with your goals, your stage in life, and the needs of your family. If needs change, our team will help you make necessary adjustments to keep your plans on track.
Retirement Planning
Smart retirement planning includes practical, long-term strategies for building up your savings and helping to ensure that you will have dependable income in retirement. We will tailor your retirement plan to your financial situation, goals, and timeline. Additionally, if you have retirement savings sitting in a 401(k) or other retirement account with a previous employer, our team can assist you with reviewing your options to determine what is appropriate for you.
Investment Planning
Your financial advisor will work with you to identify a customized strategy and the appropriate mix of investments to support your investment goals and provide the right balance of potential risk and potential reward.
Insurance Planning
Coverage such as life insurance can offer key financial relief for loved ones in the event of your death and can also offer other financial and planning benefits. Your advisor can discuss your options with you – including term life, whole life, and long-term care insurance – and help you select a plan and coverage amount that fit your budget and your family’s needs.
Mutual Funds
This popular investment strategy allows you to pool your money with other investors in a single, professionally managed fund. This can provide economies of scale to bring new investment opportunities within reach. It can also diversify your portfolio by spreading your money across a range of securities (such as stocks or bonds), which may offer greater stability compared to investing in one specific asset.
Annuities
No one wants to outlive their savings. Creating reliable sources of retirement income is central to retirement planning. Fixed and variable annuities, which are types of insurance product, may help by providing a source of regular income when you’re retired.
Stocks & Bonds
Investing in stocks (or shares) allows you to own a portion of a company, with the value of your stock reflecting the business’s performance. Buying bonds, on the other hand, allows you to own a portion of a loan that has been issued to a company or government entity, which will be repaid with interest. Stocks and bonds come with varying levels of growth and risk potential, and investors often rely on both to diversify their portfolios.
Important Legal Disclosures
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Check the background of investment professionals on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Collins Community Credit Union and Collins Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Collins Wealth Management, and may also be employees of Collins Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Collins Community Credit Union or Collins Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any
Other Government Agency
Not Credit Union
Guaranteed
Not Credit Union Deposits
or Obligations
May Lose Value
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
What's New
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2018-08-28 01:43:36 -
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