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Collins Community Credit Union

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

Dawn M. Frost
319-395-6453
dawn.frost@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

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