Capital Credit Union today announced the hire of Keenan J. Retterath. Retterath is a financial advisor registered through broker dealer and Registered Investment Advisor CUSO Financial Services, LP (CFS). He has six years of experience in investment services and will be based at Capital Credit Union’s Main Office in Bismarck.
As a financial advisor, Retterath will be responsible for helping credit union members build personalized financial plans by reviewing priorities such as retirement plan rollovers, insurance, business retirement plans, retirement income strategies, tax efficient investments*, saving for college and more.
“We are thrilled Keenan has joined our team,” says Capital Credit Union’s Chief Marketing and Member Experience Officer Jillian Lagasse. “He has a strong background in investment services and will be an integral part of helping our members achieve their financial goals.”
“I am excited for the new challenges and opportunities that await me at Capital Credit Union,” says Retterath. “Along with continuing to assist my current clients, I look forward to meeting our members and helping guide them toward financial success.”
A graduate of Stanton High School and Bismarck State College, Retterath joins the Capital Credit Union team from Wagner Financial Services in Bismarck. He and his wife, Carly, live in Mandan with their daughter, Lauren.
Investments available through CUSO Financial Services, L.P. CFS Member FINRA/SIPC. Investments offered through CFS are not NCUA/NCUSIF or federally insured, not a credit union guarantee or obligation and may lose value. Credit union is contracted with CFS for investment services. *For specific tax advice please consult a tax professional.
