Rance Carlson Contacts: Email:  rcarlson@cacu.com Phone: (816) 220-5040	Primary Branch (by appointment only): Green Hills Financial Planning Center 8640 N. Green Hills Road, Suite 41 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 a life-long resident of Kansas City, I graduated from Northwest Missouri State University and obtained an MBA in Finance from Avila University. I hold Series 7, 63, 65, as well as insurance licenses. My wife and I currently reside in Smithville, Mo with our 3 boys. As your CFS* Senior Financial Advisor at CommunityAmerica Credit Union, I am committed to helping you build a financial plan that's right for you. I'm passionate about helping our members meet their goals and utilize a team approach, including CPAs and Attorneys when necessary, to provide clients with sound financial advice. Whether you need assistance with long-term goals like retirement planning or college planning, or short-term priorities like reducing taxes or building emergency funds, I'm here to help you with a financial plan that meets your needs. Call or email me to arrange a no-cost, no-obligation consultation, and I'll show you how I can put our vast resources to work for you. Jamie and I look forward to serving you.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("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. CommunityAmerica Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.