Wealth management with Mike and Mitch, your investment wingmen

Andigo Wealth Management advisors Mike Chatterton and Mitch Klinsky are here to help you manage your investments. They’re your tour guides on life’s investment journey. Please keep your hands and arms safely inside while you explore the ways we can help:

  • Retirement planning
  • 401(k) and pension rollovers
  • College planning
  • Annuities
  • Life insurance
  • Long term care
  • Advisory services
  • Estate conservation
  • Trust service, available through MEMBERS Trust Company
  • Mutual funds
  • Managed accounts

Check the background of this investment professional on FINRA's BrokerCheck.

Calling the lone wolves of Wall Street – manage your investments online

Our selection of full-service financial products are designed to let you manage your investments online 24/7. Through CUNA Brokerage Services, we provide everything your independent money minds need to make smart decisions and hit your goals. That means:

  • Real-time online trades with low commissions and fees
  • Instant access to no-cost, up-to-date information on stocks, bonds and mutual funds 
  • Fast access to your account online, by telephone or with an advisor
  • Broad investment choices across stocks, mutual funds, options and more
  • A personalized watch list and customized news and securities information
  • Research tools to help narrow down 6,000 mutual funds based on the criteria you care about most
  • Ready-To-Go folios with over 100 specially designed investment portfolios built around a specific investing strategy
  • Build-Your-Own folios intended for more experienced investors to control what you own by selecting your own portfolios, each with a mix of up to 100 individual stocks, mutual funds and ETFs
  • Customizable folios to allocate your dollars equally across all of the holdings in your investment portfolio, using market cap weightings, or customizing each security weighting 

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Andigo Investment Advisors. 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. FR-2304002.1-1118-1220

Questions about retirement planning, 401(k) rollovers, annuities or mutual funds? Let’s chat.

how would you like to start the conversation