U$X Financial Group

usxfinancialgroup

Life is full of important financial decisions, which is why we have an agreement with CUNA Brokerage Services, Inc. to help our members with all their financial needs.

The U$X Financial Group program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc., is an affiliate of CUNA Mutual Group.

Whether you’re a newly married young couple, planning for your child’s education, preparing for retirement or facing an unexpected job change, Financial Advisor Nathan Rodgers can help you reach your financial goals.

Work With Someone You Know

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

Check the background of this investment professional on FINRA's BrokerCheck.

Nathan Rodgers Can Assist You With:

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Portfolio Management
  • Education Funding
  • 401(k) Education
  • Tax-advantaged Investment Planning

Contact Nathan Rodgers today to schedule your no-cost, no-obligation appointment.

Helpful Links

Nathan Rodgers
Financial Advisor
(888) 219-3159, Ext. 4895

Nathan.Rodgers@cunamutual.com

Advisor’s Bio

*U$X Financial Group Advisors are registered representatives of CUNA Brokerage Services, Inc.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial Institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-2029064.1-0218-0320