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Helping you plan for life, our experienced professionals listen to your needs and then help you make the right financial decisions for you and your family. This means taking you from where you are now through retirement. We specialize in answering questions about retirement, 401(k), pensions and other types of retirement plans.

Whatever your need, large or small, the BCU Investment Advisors program is here to help you with a variety of insurance and investment needs. You can count on us to do what's right for you. Please contact a BCU Investment Advisors Representative serving BCU members for more information and to talk to someone you can trust.
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Bryan P Farrissey
Financial Advisor
AR insurance license #:274213
(847) 932-8706
340 N Milwaukee Ave
Vernon Hills, IL 60061
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Judy A Evers, CFP®
Financial Advisor
(847) 932-8730
340 N Milwaukee Ave
Vernon Hills, IL 60061
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John T Anderson
Financial Advisor
(847) 932-8701
340 N Milwaukee Ave
Vernon Hills, IL 60061
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Pat Carlson
Registered Representative
(651) 582-4621
4100 Hamline Ave N
St Paul, MN 55112
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Richard L Chambers Jr, CRPC®
Financial Advisor
(847) 932-8704
340 N Milwaukee Ave
Vernon Hills, IL 60061
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David L James
Financial Advisor
CA insurance license #:0785668
(847) 932-8111 or
(800) 237-8722 ext. 8111
1212 Alton Pkwy
Irvine, CA 92606
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The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc.

CHARTERED RETIREMENT PLANNING COUNSELOR℠ and CRPC® are registered service marks of the College for Financial Planning®.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A BCU Investment Advisors, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the credit union.

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