Investment Services

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 Tom Henry, Investment Representative available through our broker-dealer CFS*.

For over 14 years Tom Henry 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, 457’s, Profit Sharing, and TSP’s.

Whether it’s developing sound solutions for your retirement, generating income or protecting your assets through insurance, Tom Henry 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 Tom today and schedule a free, no-obligation appointment:

  • Contact Tom Henry via tom.henry@cusonet.com
  • Call him at 513.420.5808BC_badge_color_small
  • Visit your local MidUSA Credit Union branch

Tom Pic - Internal

Tom Henry – Investment Representative

 

Thomas Henry is securities licensed in the following states OH, AL, AZ, CA, FL, IN, KY, NM, NY, TN, VA and holds an Ohio Life and Health Insurance license 13216

 

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.

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.