Investment Services

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
• Individual Stocks and Bonds
• Mutual Funds
• Variable and Fixed Annuities
• Life Insurance

Wellspring Credit Union would like to introduce our Financial Consultants:

Clovis Van Houten

Clovis is a Registered Representative working with Summit Brokerage and partnering with Wellspring Credit Union.  He has worked in the Financial Services industry since 1998 and holds a Series 6 and 63 investment license and a Group 1 Life Insurance license.   The last 3 years Clovis worked as an ELP with the Dave Ramsey organization helping families implement the sound principals that Dave teaches 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 cvanhouten@summitbrokerage.com

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. 

Not NCUA Insured***No Credit Union Guarantee****May Lose Value.

Have a question? Contact us online, give us a call at 409-782-4525 or stop by a location close to you for any questions you may have. We’re here to help.