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Strategic Investment Services Advisors

The Strategic Income Services  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.


Whether you’re just starting to save and invest or nearing retirement, professional advice from financial advisor Dante Trimble can help you plan and reach your financial goals.


Why Work with a Financial Advisor?


We study your basic input carefully, then prepare recommendations based on your financial foundation and the goals you are trying to reach.

  • You don’t need a lot of money. Retirement planning isn’t just for the wealthy. We work with members of all ages, income levels and life stages.
  • We work together. Your financial advisor will conduct a comprehensive analysis of your income, expenses and investments and answer the question, "Will I have enough money to…?"
  • We plan for the big picture. While specific goals are important, your plan considers all the angles. It spans from insurance and investments all the way to your financial legacy. 
  • You’re an active partner. We believe in clarity and transparency. We’ll help you understand everything involved with your money and how your plan aligns with your specific needs and priorities.
  • Our commitment is ongoing. Creating your plan is just the beginning.

Breaking Down the Barriers to Financial Security


At Strategic Investment Services Advisors, we’re committed to breaking down the barriers to financial success.

  • We turn uncertainty into access. Our services are available to every member, regardless of income level, age or stage in life.
  • We turn complexity into simplicity. We strive to present clear, simple solutions.
  • We turn fear into confidence. We help members overcome common fears of investing with ways to protect their financial futures.

 

Call 563-355-3800 or schedule a no-cost, no-obligation consultation now to get started.



*Strategic Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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 obligations of the credit union. 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.



Saving and planning for the future can come in many forms. At R.I.A. Federal Credit Union, we know our members are looking for different ways to reach their retirement goals. That is why we've partnered with CUNA Brokerage Services, Inc. to make it easy for you to connect with a financial advisor nearby. At your local R.I.A. Federal Credit Union branch, you can inquire about our Strategic Investment Services program and schedule an appointment with financial advisor, Dante Trimble. Together, you can talk about your active accounts, income, and discover opportunities for smart investing that works specifically for you. Building a diversified portfolio of savings and investments can help you reach your goals more effectively. Recommendations from your financial advisor can include a stock portfolio as well as suggestions on how to structure and benefit more from certificate deposits, or money market accounts that will give you a greater return on your savings. These are just a few examples to consider. Each recommendation will be tailored to each individual.

Appointments with the financial advisor are available through our Quad Cities branches, as well as our branches in Iowa, Illinois and Wisconsin.