Share

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 
  • Long-Term Healthcare
  • Estate Planning
  • Annuities
  • Portfolio Management
  • Insurance
  • Stocks, Bonds, Mutual Funds

*Investment Center at UProsper is the trade name for investment services offered at WyHy Federal Credit Union (“WyHy”) and Western Vista Federal Credit Union (“Western Vista”) through CUSO Financial Services, L.P. (“CFS”). Non-deposit investment products and services are offered through 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. WyHy and Western Vista have contracted with CFS to make non-deposit investment products and services available to credit union members.

The Securities Investor Protection Corporation (SIPC) protects customers if their brokerage firm fails. For more more information on the SIPC, please click here.

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.

307.638.4203
ckadams@uprosper.coop