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Capital Credit Union announces CFS Financial Advisor Keenan J. Retterath

BISMARCK, ND (November 6, 2023)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.



About Capital Credit Union (ND)

Capital Credit Union, originally chartered in ND in 1936, is a not-for-profit financial cooperative owned  by each of its more than 30,000 members and overseen by a member-elected board of directors. They  offer personal and business financial solutions including auto, home equity and mortgage loans,  checking and savings accounts, business loans and more to individuals and businesses located within a  75-mile radius of Bismarck, Hazen or Fargo, or a 50-mile radius of Beulah or New Salem.

Contacts

Jillian Lagasse
Chief Marketing and Member Experience Officer
701-355-7706
jillian.lagasse@capcu.org

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