Rance Carlson
Contacts: Email: rcarlson@cacu.com
Phone: (816) 891-6213
| Primary Branch: Tiffany Springs Branch
9060 NW Skyview Avenue
Kansas City, MO 64154
|
|
|
Advisor Information:
I am registered to transact securities business in the following states: AZ, CA, CO, CT, FL, GA, IA, IL, KS, MA, MO, NJ, NY, OR, SD and TN.
As your CFS* Financial Advisor at CommunityAmerica Credit Union, I am committed to helping you build a financial plan that's right for you. Whether you need assistance with retirement planning, education planning, life insurance or long-term care insurance, I will always strive to provide you with sound financial advice and a money management strategy to keep you financially happy and healthy.
If you need help accumulating, preserving and efficiently spending or transferring your wealth, call me to arrange a no-cost, no-obligation consultation, and I'll show you how at CommunityAmerica, we can put our vast resources to work for you.
|
* Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and
SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. CommunityAmerica Credit Union is affiliated
with CFS. Financial Advisors are employees of CommunityAmerica Credit Union and registered through CFS. (Member FINRA/SIPC)