Investment Consultants

A Complimentary Service for WCCU Members

Our mission is to provide WCCU members with information and resources from people they know and trust to make informed decisions.

Brandi Walton of WCCU Investment Consultants offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WCCU Investments and Westby Co-op Credit Union are not a Registered Broker-Dealer or Registered Investment Adviser. Westby Co-op Credit Union and Commonwealth Financial Network® are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Westby Co-op Credit Union and Commonwealth are engaged in a referral arrangement where Westby Co-op Credit Union refers potential clients to Commonwealth. Westby Co-op Credit Union receives a percentage of the commissions and fees, as applicable, received by Commonwealth resulting from these referrals. In instances where the Advisor is also an employee of Westby Co-op Credit Union, Westby Co-op Credit Union receives a substantial percentage of such fees and commissions. These payments create a financial incentive for Westby Co-op Credit Union to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. Westby Co-op Credit Union is not a client of Commonwealth. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search them wherever local business are reviewed.

Investments are not insured by the FDIC/NCUA and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment