CUNA INVESTMENT RESOURCES
Invest in Your Future
Protect and maximize your assets for a brighter tomorrow
Through Keesler Financial Group, you have access to no-obligation financial management consultations and a wide range of services, coverages, investments and transactions at one location.
The Keesler Financial Group program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
We can help you with:
IRAs
Tax favored accounts to prepare for retirement.
Mutual Funds
Diversified investment options for your objectives.
Managed Accounts
Professionally managed portfolios to match your needs.
Annuities
To help you save for, and live in retirement.
Stocks & Bonds
Individual investments to complement your style.
College Savings
To help you plan for your children’s college tuition costs.
Meet our advisors
Our advisors are committed to helping you reach your financial goals. They will work with you to help you make sound financial decisions consistent with your comfort level, investment timeline, and objectives. Specifically, they can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child’s or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
Check the background of these investment professionals at FINRA’s BrokerCheck.
William E. Morrison
Based out of Biloxi, MS, William is Former President and Executive Director of the Mississippi Coast Chamber of Commerce and a charter member and former secretary of the Mississippi Coast Community Foundation.
Learn more and contact William
Ron L. Weatherly
Based out of Waveland, MS, Ron is a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. He is also a licensed representative of CMFG Life Insurance Company.
Learn more and contact Ron
Dennis J. Liverett
Based out of Slidell, LA, Dennis has a BA in finance from the University of New Orleans. He is a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. He is also a licensed representative of CMFG Life Insurance Company.
Learn more and contact Dennis
Schedule a free consultation
Please select the branch location and up to three dates and times that you would like for your appointment time. A Keesler Financial Group representative will contact you within the next business day to confirm an appointment time that is the most convenient.
Please note that Saturday appointments are not available at our branch locations.
Disclosures
Keesler Federal is not responsible for the content or any transactions you may enter into as a result of following website links. When accessing the Keesler Financial Group link, you are leaving our website. Their website is not controlled by our privacy and security policies and may or may not have adequate protection. We encourage you to review their policies before giving any personal information.
Keesler Financial Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA (opens in a new window) / SIPC (opens in a new window), a registered broker/dealer and investment advisor. 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR-1973839.1-1217-0120