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Meet the UKFCU Investment Services Team

Roy Wagner, CFP®

CERTIFIED FINANCIAL PLANNER™
Contact me today!
 

Justin Perkins

Financial Advisor
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Nathan Bay

Financial Advisor
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Hannah Flannery

Financial Advisor
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Bryce Cooper

Wealth Advisor Assistant
to Roy Wagner, CFP®
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Zac Glover

Licensed Sales Assistant
to Justin Perkins
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Roy is securities licensed in KY, AL, CO, FL, IN, MA, MD, MN, MO, NC, NH, NM, NY, OH, PA, SC, TX, VA, WA.
Justin is securities licensed in KY, AL, CA, CO, CT, DC, GA, FL, MD, MI, NC, TN, TX, VA, WA, OH, IN, AZ, NY.
Nathan is securities licensed in KY, FL.
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. UKFCU has contracted with CFS to make non-deposit investment products and services to credit union members.