Meet Benton Miller, Financial Consultant, registered through our broker/dealer CUSO Financial Services L.P. (CFS).
As a Chartered Retirement Planning Counselor™ (CRPC®), Benton uses his education and 11 plus years of professional investment experience to tailor recommendations for members regardless of age, occupation or investment experience by creating a comfortable, understandable financial plan. He works closely with clients over the long-term to monitor and update their plan to help them meet their goals.
“The selection of products is very customizable to each client. With an individual financial management approach, I enjoy finding various options to help, no matter how small or large. By getting to really know the members I work with, there are often areas that haven’t been considered, such as tolerance for market risk, life insurance needs, or long term care costs. As we establish a long term relationship together, we can monitor progress while celebrating their individual milestones.”
Originally from Northern Michigan, Benton earned his Bachelor’s degrees in both Finance and Management from Grand Valley State University. He obtained his MBA in Business from Cornerstone University. Benton is registered and holds his Series 6, 63, 66, and 7 Licenses through CFS, in conjunction with his Life, Health, Property, and Casualty Insurance Licenses with the State of Michigan.
*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 guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. 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.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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.