Craig Shipman

Craig Shipman, CRPC®

Senior Financial Consultant

CUSO Financial Services, L.P.


Phone: 888-337-7770 x. 5822

Check the background of this investment professional on FINRA BrokerCheck

Meet Craig Shipman, Financial Consultant registered through CUSO Financial Services, L.P. (CFS), our broker-dealer.

Craig believes preparing for and managing retirement requires considerable thought and planning. As a Chartered Retirement Planning Counselor, he is committed to working with you as your advocate and guide for this major life passage. He can assist you in determining what your anticipated needs will be in retirement and focus on managing your exposure to risk as you get closer to retirement.

A long-time resident of the Ann Arbor area, Craig is a graduate of Kent State University with a Bachelor of Science, received his Chartered Retirement Planning Counselor designation from the College for Financial Planning, and is registered and holds his Series 7 and 66 (General Securities) through CFS. Additionally, Craig holds his Life and Variable Contracts through the State of Michigan.

Craig is married with two adult children. In his free time, he enjoys spending time and traveling with his wife, and working in his woodshop.

*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.