Steve Raspotnik has joined Community First Financial Advisors as a registered financial advisor serving members of Community First Credit Union through CUSO Financial Services, LP (CFS).*
With Community First Financial Advisors, Raspotnik will provide comprehensive financial planning, IRA solutions, 401(k) rollover options and retirement income planning in the Fox Cities area.
After graduating from UW-Eau Claire, he worked for Ford Motor Credit in Omaha, NE, later moving to Minneapolis to be an underwriter with Prudential Insurance. In November 2001, for family reasons, he moved to Appleton and joined Thrivent Financial.
Raspotnik has over 21 years of financial industry experience with Thrivent as a mutual funds registered representative, customer investment center manager and, since October 2008, as a financial advisor on its virtual advice team where he obtained his RICP (Registered Investment Certified Planner) from The American College.
Community First Credit Union is a member-owned financial cooperative with over $5.2 billion in assets and 25 full-service branches. CFCU’s 595 employees deliver financial, investment and insurance services to 154,000 member-owners throughout Northeastern Wisconsin.
*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. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not a deposit or guarantee of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Community First Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.