Investment Services

Available through CFS*

Our vision at MidUSA Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience.

The partnership you have with MidUSA Credit Union extends to MidUSA Credit Union Investment and Insurance Service Center, through our broker dealer CUSO Financial Services, LP. (CFS). As a member of MidUSA Credit Union you have access to CFS Financial Advisor, Brent Ross.

For over 8 years Brent has concentrated on developing, implementing, and monitoring personalized financial plans for his clients. He specializes in retirement strategies and IRA rollovers for 401(k)s, 403(b)s, 457s, Profit Sharing, and TSPs.

Brent was the 2014-2015 President of the Fairborn Rotary Club, and 2015 Rotarian of the Year. He’s also a member of Lodge #764, and was the 8th District’s Lodge Education officer of the Year in 2016. He has 4 children, 2 boys and twin daughters. He and his wife enjoy hiking and travelling to our country’s National Parks.

Whether it’s developing sound solutions for your retirement, generating income or working to protecting your assets through insurance, Brent is here to:

     – Listen to your financial needs 

     – Provide impartial advice to help you make informed decisions 

     – Be dependable and responsive

To get started designing your plan, contact Brent today and schedule a complimentary, no-obligation appointment:

  • Contact Brent Ross via brent.ross@cusonet.com
  • Call him at 513.420.5808BC_badge_color_small
  • Visit your local MidUSA Credit Union branch

Brent Ross – Financial Advisor

CUSO Financial Services, L.P.

 

Brent Ross is securities licensed in the following states OH, CA, FL, GA, IN, KY, NC, VA and holds Life and Health Insurance license in OH (license #202090), IN, KY, MI.

 

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRASIPC) and SEC Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.