Natalie Johnson has joined the Summit Financial Advisors program as a new Associate Financial Advisor through CUNA Brokerage Services, Inc. Johnson joins the member-owned financial cooperative to advise members of the Shorewood Hills and Yellowstone Drive Summit Credit Union branches.
Johnson has worked in the financial industry for nearly 20 years and has experience in helping members in a number of financial planning areas, including retirement planning, investment management and protective insurance.
A native of Russia, Johnson graduated from Far Eastern State University in Vladivostok before coming to the United States and beginning her career in financial planning. She joined CUNA Brokerage Services, Inc. (CBSI) nearly four years ago and transitioned to her new role in October.
She looks forward to building meaningful relationships with Summit members and using her financial knowledge to help them achieve their goals.
To schedule a complimentary consultation, current or prospective members can contact Natalie at natalie.johnson@cunamutual.com or 800-236-5560 ext. 8930.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI) member of 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. FR-2338840.1-1218-0121.