Financial Strategies for Every Stage of Your Life

Available through CUSO Financial Services, L.P. (CFS)*

You need a financial roadmap for life’s journey—we can help you reach each milestone.

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Reach your Financial Goals

Whether you are just starting out, nearing retirement, or somewhere in between, you need to have a clear plan.

iQ Credit Union cares about our members and their financial well-being. That's why we offer investment services through CFS*, to help create a financial plan to help you meet every one of life’s milestones. Schedule time with one of our CFS Financial Advisors by choosing one of the options below:

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Calculators & Tools

 

Meet the Team

iQ Investment Services available through CUSO Financial Services, L.P. (CFS)*


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Schedule Financial Check-up

Our Team

  • Malcolm-min_20

    Malcolm Beard

    Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

  • Jon-min_20

    Jon Davis

    Program Manager, CUSO Financial Services, L.P. at iQ Investment Services

  • Ryan-min_20

    Ryan Greenwood

    Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

  • Haley-min_20

    Haley Harmon

    Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

  • Jackie-min_20

    Jackie Keesee

    Investment Coordinator, CUSO Financial Services, L.P. at iQ Investment Services

  • Eric-min_20

    Eric Mazemke

    Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

  • Katie-min_20

    Katie Richman

    Financial Assistant, CUSO Financial Services, L.P. at iQ Investment Services

  • Christy-min_20

    Christy Schwind

    Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

Disclosures

  • *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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© 2025 iQ Credit Union

If you use links provided on this iQ Credit Union web site to third party Internet sites and services, you acknowledge that you are leaving iQ Credit Union's website and are going to a website that is not operated by the credit union. iQ Credit Union is not responsible for the content or availability of linked sites. iQ Credit Union does not represent either the third party or the member if you enter into a transaction; and privacy and security policies may differ from those practiced by the credit union.