Investment Advisors & Financial Planning
MEMBERS Financial Services investment advisors John Alexander and Todd Micciche can team with you to create a personal financial blueprint to help you achieve your goals.
Whether you are a first-time investor or an experienced pro, you will be able to find the information, products and expertise you need through a partnership with MEMBERS Financial Services and Unitus.
Investment options include:
- Individual Retirement Accounts (IRAs)
- Mutual Funds
- Discount Brokerage
- Annuities (Variable & Fixed)
- Long-Term Care Insurance
Contact Unitus' Financial Planning Experts
For more information please contact one of our MEMBERS Financial Services advisors.
There is no cost or obligation for the services provided. Check the background of this investment professional on FINRA's BrokerCheck.
- John is located at our Mall 205 Branch and is also available to meet with members at the following branch locations: Clackamas, Mill Plain Crossing, and Salem.
- Todd is located at our Peterkort Branch and is also available to meet with members at the following branch locations: Beaverton, Tanasbourne and Unitus Plaza.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.