Need a wealth management ally? Mike’s your guy.

Michael Chatterton has more than 20 years of experience working with credit union members. His approach is simple: He learns clients’ challenges and goals, and then provides a wealth (pun very much intended) of ideas to help them achieve those goals. Holding life, health and long-term care insurance licenses, Mike does everything from building investment portfolios for clients that work hard in economies both smooth and rough to helping you manage every bump along the way. He’s FINRA registered through CUNA Brokerage Services, Inc., and is experienced in retirement planning, 401(k) rollovers, Roth and traditional IRAs, insurance planning and small business retirement planning including SEPs and SIMPLE IRAs. Mike also focuses on tax savings strategies* to help members reduce their taxes in retirement.

Mike was born and raised in Chicago, received his bachelor’s degree from Northern Illinois University, and plans to remain with us locals in our fine state of Illinois as long as he possibly can.

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

 

*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional.

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-2654349.1-0719-0821

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

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