Investment Center at UProsper
Education, purchasing your first home, retirement...these are just a few of the reasons why it's never too early to start investing.
The Investment Center at UProsper, available through CUSO Financial Services, L.P. (CFS*), offers the convenience and benefits of a full-service brokerage to members. Our licensed CFS* Investment Advisor C. Kendall Adams can help design a financial plan to fit each individual member's needs and objectives, including:
Personal Financial Plans
401(k) Rollover Options
Retirement and College Planning
Stocks, Bonds, Mutual Funds
Kendall utilizes a comprehensive financial planning approach to help individuals and businesses identify their financial priorities, quantify their needs, develop an actionable plan and then implement strategies to help them reach their financial goals through the appropriate selection of investment and insurance solutions.
Kendall graduated from the University of Wyoming in 1991, earning Bachelor of Arts degrees in both Economics and International Studies, and began his financial services career in 1993. He holds Series 6, 7, 24, 26, 63 and 65 securities licenses, as well as life, health and disability insurance licenses, enabling him to offer securities products, investment advisory products and a broad selection of life insurance, annuity, disability and long term care products. He is currently security licensed to do business in Wyoming, Colorado, North Dakota and Utah.
On the personal side, Kendall enjoys sharing Wyoming’s great outdoors with his daughter, Hannah. And, as an Eagle Scout, he is proud to serve on the Boy Scout’s Frontier District Advancement Committee, conducting review boards for Eagle Scout candidates. Kendall also served in the United States Marine Corps Reserve and was honorably discharged as a Sergeant, in 1994.
When you’re ready, give Kendall a call to setup your no-obligation, complimentary consultation. Kendall stands ready to discuss your specific situation and would welcome the opportunity to help you develop and implement a strong financial strategy.