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Routing Number: 272479663 Swift Code: MSUCUS44
 
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Meet Your Advisors

Mark Garrod
Financial Advisor - CUNA Brokerage Services Inc. (CBSI)
Mark is dedicated to assisting clients with retirement strategies, income options in retirement, IRA rollovers for 401(k)s, 403(b)s, 457s and is familiar with TIAA-CREF and Fidelity retirement plans.

Registrations and Licenses:
• Mark is FINRA registered to sell securities and provide financial advice
• State of Michigan life insurance license

Mark is licensed in MI, CA, CO, CT, FL, GA, KS, IN, KY, MO, NC, NM, NY, TX, and other states as needed.

Services:
• Financial, retirement planning
• Investment management and planning
• Income options for retirement
• Open architecture of managed money, mutual funds, and annuities
• Life, disability, and long-term care insurance
• Estate Conservation
Contact Mark Garrod
Phone: 517-333-2424, ext. 7180
Fax: 608-236-7348
Jack Nelligan, CFP®
Financial Advisor - CUNA Brokerage Services Inc. (CBSI)
Jack is dedicated to helping his clients with financial planning, including retirement planning and retirement income generation strategies. This includes help with Traditional and Roth IRAs, 401(k)and 403(b) rollovers, and advice regarding life, disability, and long-term care insurance.

Registrations and Licenses:
• Jack is FINRA registered to sell securities and provide financial advice
• State of Michigan Life insurance license

Jack is licensed in MI and FL, and additional states as needed.

Designations:
Jack holds a Certified Financial Planner (CFP) designation awarded by the Certified Financial Planning Board of Standards.

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
Contact Jack Nelligan, CFP®
Phone: 517-333-2424, ext. 7180
Fax: 608-236-7405
Travis Pasma, CRPC
Financial Advisor - CUNA Brokerage Services Inc. (CBSI)
Travis is dedicated to 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:
• Travis is FINRA registered to sell securities and provide financial advice
• State of Michigan life insurance license

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

Designations:
Travis has a Chartered Retirement Planning Counselor designation from the College for Financial Planning.

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
Contact Travis Pasma, CRPC
Phone: 517-333-2424, ext. 7180
Fax: 608-236-8915

MSUFCU Financial Solutions Professionals are registered representatives of CUNA Brokerage Services Inc. Representatives are registered, 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 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

FR-2635863.1-0719-0821