Registered
Member Service
Advisors

Investment Services

You’ll be happy to know that the familiar face-to-face
service that you’ve come to expect from your
credit union has now been extended to the investment world.  Lawrence Gardner, Lunda Arias, Niki Miller, and Becky Fisher are Achieva Credit Union’s RMSAs (Registered Member Service Advisors), and they are registered representatives of CUNA Brokerage Services, Inc. as well as licensed insurance agents.  Lawrence, Lunda, Niki, and Becky will help you select from a variety of investment and protection vehicles including: Mutual funds, Term Life Insurance, Fixed annuities, and 403(b).  You can find our RMSAs at the following locations/phone numbers:

To schedule a meeting, or if you have any questions, please call your local RMSA or the Achieva Financial Planning & Trust Services office at (727) 431-7677 or (941) 907-4877.

Representatives are registered, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment products are not federally insured, involve investment risk, may lose value, and are not obligations or guaranteed by the credit union. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.