Investments

Investment & Retirement Services

The GCS Investment & Retirement Services 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Travis Wiltgen

Retirement & Investment Representative

Contact Travis by email, or by phone at 608.665.7267

Resources

As a Retirement & Investment Representative for CUNA Mutual Retirement Solutions, Travis Wiltgen is qualified to provide credit union members with professional assistance, quality financial products, and dependable service. Travis is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer and a member of FINRA and SIPC.

Travis has over eight years of experience in the financial services industry and offers a tailored analysis when working with individuals.

Travis earned his B.A. in Business Administration & Public Relations at Coe College in Cedar Rapids, Iowa. Travis maintains FINRA registrations as well as Life, Health and Variable Insurance licenses.

In his spare time, Travis enjoys spending his time playing baseball and basketball, being outdoors, and traveling with his family. He resides in Madison, Wisconsin with his wife, Xica, and their daughter, Olivia.

 

*GCS Investment & Retirement Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.