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

 

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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.