Nichole Kennedy Financial Advisor

Nichole Kennedy

Financial Advisor
CUSO Financial Services, L.P. * (CFS)

Location

Southside Financial Center, Anchorage Alaska

Professional Profile

Alaska Securities Licenses: Series 7, 63, 65 registered through CUSO Financial Services, L.P.
Alaska Insurance Licenses: Life Insurance
Registered in Alaska

Background

High quality financial advice can be vital for your future financial success. Denali believes its members should have access to the best quality financial advice and tools possible. Nichole brings a wide-ranging background to her job as a CFS* Financial Advisor at Denali Investment Services. She has more than seventeen years of experience. Prior to working at Denali, she worked at VALIC to assist clients with enrolling and managing their retirement accounts.

As a credit union member you are entitled to a complimentary consultation with a knowledgeable Financial Advisor. Take advantage of this valuable member benefit, contact us to set up your appointment.

Contact Nichole for help with the following:
Retirement Planning
• Comprehensive Retirement Planning including IRA Rollovers from: 401(k), 457, 403(b), TRS, PERS, SBS, TSP, SEP, SIMPLE, Roth IRA, and others.

Federal Retirement Plans
• We work together with employees and retirees from MOA, ASD, State of Alaska, federal employees, IBEW, Alaska Railroad, Teamsters, Providence Health and Services, and others.

Navigating Retirement
• Plan for a sustainable retirement income to work to ensure you don’t outlive your money
• Build a nest egg and decide how much to save
• Help manage the risk to your hard earned savings.
• Rollover retirement accounts (IRA, Roth IRA, 401k, 403b, 457, SBS, PERS, TRS, TSP, etc)

Estates and gifts
• Give the best to loved ones and charity, and the least to the IRS

Inheritances
• Help in making good financial decisions during difficult times
• Help manage the process of changing account ownership

Nichole Kennedy is an employee of and is registered through CUSO Financial Services, L.P. (Member,FINRA/SIPC).

Wealth management

You’ve planned, saved and a put away for your retirement. Let our CFS Financial Advisors help you with your wealth management strategy.

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*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. Denali Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

For specific tax advice, please consult a tax professional.

Understanding Social Security

Want to maximize your Social Security benefit? Schedule a no obligation consultation with a CFS Financial Advisor today.

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Comprehensive retirement planning

Your future is now. Start planning for retirement at any stage of your life! Find out how our CFS Financial Advisors can help you start planning today.

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Education funding

Do you have children and grandchildren headed to college? Help them start planning from day one. Ask our CFS Financial Advisors how to start an education plan.

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Have a question? Don't wait on hold.

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