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MSUFCU | Account Services | Financial Planning

Investment and Financial Planning

At Michigan State University Federal Credit Union, our goal is to provide our members superior financial solutions, comprehensive products, and unparalleled service.

 

The partnership you have with MSUFCU extends to MSUFCU Financial Solutions, an Investment and Insurance Service Center through our broker-dealer CUSO Financial Services, LP.
 

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, help creating a comprehensive financial plan, or just getting a second opinion, we’re here to help.

 

To schedule a complimentary, no-obligation appointment, call 517-333-2424.




 

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. 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.

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.

Mark Garrod

Contact Information
Phone: 517-664-7817                            
Fax: 517-664-7815
mark.garrod@cusonet.com

 

Members of MSU Federal Credit Union are able to benefit from the experience of Mark Garrod, a licensed Financial Advisor through our broker-dealer CUSO Financial Services, L.P. (“CFS”).*


Mark received his MBA from Michigan State University in 1986. For over 25 years, Mark has concentrated on developing, implementing, and monitoring customized financial plans and personal insurance solutions for his clients and their families.


He specializes in retirement strategies, income options in retirement, IRA rollovers for 401(k)s, and 403(b)s, and is very familiar with TIAA-CREF and Fidelity retirement plans.
 

Registrations and Licenses:
    - FINRA Series 7 - General Securities Registered Representative
    - FINRA Series 63 - Uniform Securities Agent State Law License
    - FINRA Series 66 - Investment Advisor Representative
    - State of Michigan Life Insurance License

 

Mark is securities licensed in Michigan, New York, California, Indiana, Missouri, Georgia, Washington D.C., and other states as needed.
 

Services:
- Financial, retirement, and estate planning
- Income options for retirement
- Open architecture of managed money, mutual funds, and annuities
- Life, disability, and long-term care insurance

 

If you would like to learn more about Mark Garrod and his services, please contact him at 517-664-7817 or stop by your local MSUFCU branch to schedule an appointment.

 

Travis Pasma

Contact Information
Phone: 517-664-6640                            
Fax: 517-664-6641
travis.pasma@cusonet.com

 

Members of MSU Federal Credit Union can benefit from the experience of Travis Pasma, a Chartered Retirement Planning CounselorSM (CRPC*) and licensed Financial Advisor through our broker-dealer CUSO Financial Services L.P. (“CFS”).* 


Since 2003, Travis has been helping clients reach their financial goals through the development, implementation, and ongoing review of their own personalized financial plans.
 

Travis specializes in helping his clients plan for retirement. This can range from management of 401(k)/403(b) rollovers to retirement income strategies to providing proper insurance options that best fit your needs.


Registrations and Licenses:

    - FINRA Series 7 - General Securities Registered Representative
    - FINRA Series 65 - State Agent Representative
    - FINRA Series 66 - Investment Advisor Representative
    - State of Michigan life insurance license

Travis is licensed in MI, OK, FL, and other states as needed.


Services:

- Financial, retirement, and estate planning
- Open architecture of managed money, mutual funds, and annuities
- Income options for retirement
- Life, disability, and long-term care insurance


If you would like to learn more about Travis Pasma and his services, please contact him at 517-664-6640 or stop by your local MSUFCU branch to schedule an appointment.

 



*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  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.

 

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. 



 

MSUFCU Routing Number: 272479663
MSUFCU SWIFT Code: MSUCUS44

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