Summit Brokerage is pleased to offer Financial Services to Wellspring Credit Union members.
Services provided include, but are not limited to the following:
- 401k Rollovers
- Retirement Planning
- Tax Advantaged Investing
- Investment Portfolio Review
- Estate Planning
- Long Term Care Insurance
- Mutual Funds
- Variable and Fixed Annuities
- Life Insurance
Wellspring Credit Union would like to introduce Financial Consultant:
Clovis Van Houten
Clovis is a Registered Representative with Summit Brokerage Services and partnering with Wellspring Credit Union to offer investments and insurance products. He has worked in the Financial Services industry since 1998 and holds a Series 6 and 63 securities registration and a Group 1 Life Insurance license. Clovis works helping families implement sound principals to help reach financial goals like becoming debt free, saving for retirement and college education. His understanding of the financial services industry allows him to provide families with information that is essential to help them reach their financial goals in life.
Contact at: (409) 782-4525 or firstname.lastname@example.org
Investment and insurance products are not deposits or federally insured and involve investment risks. The Summit Brokerage registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Texas, Louisiana & Colorado. Summit Brokerage is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Summit is not affiliated with Wellspring Credit Union.
Not FDIC/NCUSIF Insured • No Bank/Credit Union Guarantee • May Lose Value • Not a deposit • Not insured by any federal government agency
Check the background of this investment professional on FINRA’s BrokerCheck.
Disclosure of Order Routing Information - https://www.summitbrokerage.com/client/SEC-order-routing
Business Continuity - https://www.summitbrokerage.com/client/business-continuity
Important Disclosures - https://www.summitbrokerage.com/client#disclosures