Prepare For Your Appointment

What to expect:

An iTHINK Wealth Management Advisor will meet with you either in-branch or over the phone to discuss your current investment portfolio, transferring your existing 401(k) or other investments, options for life insurance or long-term care insurance, or even how to begin investing.

Documents you may need:

For your initial meeting, please bring copies of/ensure you have access to your recent statements for any of the following type of accounts:

  • Brokerage accounts
  • Mutual funds
  • Annuities
  • Life insurance cash value
  • IRAs
  • Retirement plans
  • Employee stock purchase plans


iTHINK Wealth Management 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.