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Collins Community Credit Union

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Collins Wealth Management Group

Achieve your unique retirement goals with Collins Wealth Management Group

With a small client base, the CWMG team is able to devote their time and attention to building strong relationships with Collins Community Credit Union members. No matter what stage of life you're in, they can help you plan for your future. Whether you just started your career, have questions about 401(k), or are nearing retirement, the CWMG team is dedicated to helping your achieve your unique financial goals. 

Collins Wealth Management Group is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc. please visit cunabrokerage.com.  

Check the background of investment professionals on FINRA’s BrokerCheck.  

Meet the Collins Wealth Management Group Team

         

Brian Bock
319-395-6453
brian.bock@cunamutual.com

Mike Albert
319-395-6453
mike.albert@cunamutual.com

Garret D. Locke
319-395-6453
garret.locke@cunamutual.com

Leigh Cook at 319-395-6438 or leigh.cook@cunamutual.com

Financial Planning Services:

  • Wealth Management
  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Mutual Funds
  • Annuities
  • Stocks and Bonds

*Collins Wealth Management Group Financial 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-3381879.1-1220-0123

Important Legal Disclosures

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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-1659853.1-1216-0119

Financial Education & Resources

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What's New

  • coins in a jar

    6 Steps to Planning the Perfect Retirement

    2018-08-28 01:43:36

    Many of us start dreaming of retirement soon after we enter the workforce. We look forward to lazy days and frequent travelling, wintering in Florida and spending time with our families, or having the time to pursue our hobbies. But, to escape into retirement from the daily drudgery of a job, we must attain one thing: financial security.

    Learn More

  • How to Retire Early

    2017-11-06 16:27:05

    Wish you could retire right now? For some of us, this may seem like a fantasy that will never be reached. But, most Americans can retire early if they take the right steps.

    Learn More
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Financial Education & Resources

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What's New

  • Pre-Approval Makes All the Difference When Buying a Home

    22 June 2021
    You may have been told that it’s important to get pre-approved at the beginning of the homebuying process, but what does that really mean, and why is it so important? Especially in today’s market, with rising home prices and high buyer competition, it’s crucial to have a clear understanding of your budget so you stand out to sellers as a serious homebuyer. Learn More
  • Fraud Text Alerts

    Introducing Fraud Text Alerts

    07 June 2021
    At Collins Community Credit Union, your security is our priority. That’s why we’re excited to introduce fraud text alerts. These alerts will help you monitor your money and keep your accounts safe. To receive these alerts, you don’t need to take any action. You will automatically start receiving text alerts for your Collins Community Credit Union debit card and credit card. Learn More

  • How To Increase The Value Of Your Home With Curb Appeal Updates

    11 May 2021
    The United States housing market is booming, and Iowa is no exception. Lack of inventory and historically low interest rates contribute to the red-hot real estate market. Still, despite the skyrocketing price of lumber and sluggish construction projects, data from one real estate listing company indicated home sales are up 20% across the board in 2021. Learn More

  • Be Your Own Fraud Fighter: Tips To Keep Your Money Safe

    26 April 2021
    In 2020, the Federal Trade Commission recorded 2.2 million reports of fraud and $3.3 billion lost by victims. As these numbers continue to grow, it's crucial to stay informed and take action to protect yourself against scams and potential fraud. Check out the tips and current trends below from Collins Community Credit Union's Fraud Officer, Tabby C., to help keep your money safe! Learn More
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