Local Financial Advisor Receives Woman of Distinction Honor

Rick Uhlmann

Newburgh, IN – Kim Shirk, a Financial Advisor at Heritage Federal Credit Union, registered through CUNA Brokerage Services, Inc. has received the 2012 Women of Distinction award in recognition of her superior performance, value and overall contribution to the financial services industry.

Women of Distinction is an award presented by CUNA Brokerage Services, Inc. recognizing the top female financial advisors throughout the nation within their broker/dealer operation.  Candidates are nominated by industry peers, and selections are based on the nominee’s annual performance and outlined contribution to their clientele, the credit unions they service, as well as the financial services industry as a whole.

Through her role as a Woman of Distinction, Kim Shirk will participate in a national mentoring program sponsored by CUNA Brokerage Services, Inc. where she will have the opportunity to work with, and foster, female advisors who are new to the industry.

Kim Shirk joined Heritage Federal Credit Union as a Financial Advisor for the Credit Union’s Heritage Financial program in December of 2010.  Kim graduated with a Bachelor of Science in Business Administration from Indiana State University in Terre Haute.  Additionally, she has successfully completed the CFP Certification Professional Education Program from the College of Financial Planning in Greenwood Village, Colorado.  She also is FINRA registered, and is licensed in Life, Health and Property and Casualty.

CUNA Brokerage Services, Inc. utilizes face-to-face financial advisors to help credit unions meet member retirement, investment and insurance needs.  Working onsite at credit unions, financial advisors provide members with comprehensive financial services from simple transactions to complex financial planning and wealth management services.

CUNA Brokerage Services provides Broker Dealer services to credit unions throughout the nation, offering a full range of investment products, variable insurance products, securities programs and professional services related to securities transactions.

CUNA Mutual Group is a leading provider of financial services to cooperatives, credit unions, their members and valued customers worldwide.  With more than 75 years of market commitment, CUNA Mutual’s vision is unwavering:  to be a trusted business partner who delivers service excellence and customer-focused, best-in-class products and market-driven innovation.  More information on the company is available on the company’s Web site at

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