Brian Sims Email & Phone Number

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Investments, Life Insurance, Retirement, Leadership, and 5 others.

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  Financial Advisor

  Central Credit Union Of Illinois

  Nov 2002 - Present

  Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life. As a trusted partner of Central Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions: •Is your retirement money invested properly?•Will you have enough income in retirement?•What should you do with an existing retirement plan from a previous employer?•How will you pay for a child's or grandchild's education?•Financially, what would happen to your family if you died?•How will you pay for long-term care?I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc., Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Not NCUA/NCUSIF/FDIC Insured ∙ No Financial Institution Guarantee ∙ May Lose Value. Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors.