Waylon Peterson, TCU’s President of Investment Services, has been named one of Bank Investment Consultant’s Top 30 Bank Program Managers.
Bank Investment Consultant, a leading news and analysis source for financial executives, ranks individuals on criteria including percentage growth of team assets, annual team production and growth of the institution’s investment business.
“As the leader of TCU Investment Services, Waylon is well-known for his passion for helping members pursue their short and long-term financial goals,” said TCU’s President and CEO Paul Marsh. “This recognition from Bank Investment Consultant is much deserved acknowledgement of his skill and commitment to service.”
The TCU Investment Services program is offered through CUNA Brokerage Services, Inc., a broker-dealer focused on serving credit union members. TCU Investment Services is a leading provider of insurance and investment services with its credentialed financial planning professionals helping members make informed choices to meet financial goals.
Peterson oversees a team of a dozen advisors who manage nearly $800 million in brokerage and advisory assets. He joined TCU in 1991 after serving as a financial advisor for CUNA Mutual Group and as a legislative assistant for the late United States Representative Jim Oberstar. Peterson also serves as board member of the National Association of Insurance and Financial Advisors (NAIFA) Government Affairs committee.
“An appearance on Bank Investment Consultant’s list represents team accomplishments, and I share the recognition with my colleagues in gratitude for their work on behalf of our members,” Peterson said. “They create an environment where investing is simple and accessible for members and the results speak for themselves.”
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. FR-2681309.1-0819-0921