Program manager for United Federal Credit Union honored for extraordinary service to investment clients
ST. JOSEPH, MI (September 8, 2014) — United Federal Credit Union (UFCU) announced its investment department Program Manager Keith Weber, who is affiliated with broker dealer and Registered Investment Adviser CUSO Financial Services, LP (CFS), was recognized and honored for his significant contributions to the investment services industry by being inducted into CFS’s inaugural 2014 Hall of Fame. The ceremony was held as part of the “Powered by Passion” 2014 Annual Conference held by CFS and its sister company Sorrento Pacific Financial, LLC (SPF) in San Diego, California. Weber joined eight other individuals inducted into the 2014 Hall of Fame.
According to CFS, induction into the Hall of Fame identifies Weber and other inductees as an elite group of high-caliber professionals. Weber was a longtime advisor for a previous CFS client credit union, during which time he earned induction into the Hall of Fame. Weber is now the investment program manager for United Federal Credit Union and runs his own consulting business where he helps investment advisors improve their practice and credit unions improve their wealth management programs.
“Our Hall of Fame inductees have such a passion for what they do, extraordinary levels of experience, and tremendous successes,” said CFS/SPF President and CEO Valorie Seyfert. “Keith and the other inductees exemplify the pinnacle of the investment services industry. We are so thankful for their stellar service to clients, and are proud to recognize them with this honor.”
UFCU’s investment program, United Investment Planning, has six advisors serving members in 22 branches in Michigan, Indiana, Ohio, North Carolina, Nevada and Arkansas.
“Keith is absolutely deserving of this award. He has been a steadfast and talented force in our industry,” said United’s Vice President of Operations Jeffrey Curry. “We are so proud to have award-winning advisors and customer service champions like him leading our investment department, and we are glad to see his hard efforts honored in this way.”
United Federal Credit Union has served its Members since 1949 by helping them to build a sound financial future. UFCU consists of more than 120,000 Member/owners worldwide, and manages assets in excess of $1.57 billion. Its corporate offices and main branch are located in St. Joseph, Mich., with additional branches in Arkansas, Indiana, Michigan, Nevada, North Carolina, and Ohio. UFCU has been named the Michigan Credit Union League Outstanding Credit Union of the Year 2013. UFCU has also been named the National Federal Credit Union of the Year 2013 by the National Association of Federal Credit Unions.
About CUSO Financial Services, LP and Sorrento Pacific Financial LLC
Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF) (Members FINRA/SIPC) provide customized investment and insurance solutions to financial institutions throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. For more information, see www.cusonet.com or www.sorrentopacific.com.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), and Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Members FINRA www.finra.org/SIPC www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS/SPF: are not federally insured, are not guarantees or obligations of credit unions or banks, and may involve investment risk including possible loss of principal. Credit unions and banks contract with CFS/SPF to make non-deposit investment products and services available to credit union members or bank clients.