Financial Advisor, Brent Wohlers, receives Culture Champion Award from TruStage™
Onalaska, WI – TruStage proudly announces that Brent Wohlers, a financial professional with Altra Financial Advisors located at Altra Federal Credit Union, has been honored with the prestigious Culture Champion Award. The award recognizes exceptional individuals who significantly impact their credit unions through outstanding service, unwavering commitment, and a positive influence on organizational culture.
“Brent Wohlers embodies the credit union culture,” said Tom Waldron, Director, Regional Program Leader with TruStage Wealth Management Consulting Services. “Since joining the TruStage family in March 2017, Brent has consistently delivered exceptional service, embraced diversity and fostered a sense of community.”
Myra Very, Midwest – Advisor Manager at TruStage Wealth Management Consulting Services had this to say when nominating Wohlers. “He is a true asset whose unwavering dedication to goal achievement, adaptable leadership, selflessness, and positive mindset contribute significantly to our organization’s success.”
Altra Federal Credit Union is a nationwide, full-service cooperative financial institution with over 149,000 members and $2.8 billion in assets. They currently have 17 locations in six states. Altra was founded in 1931 and is headquartered in Onalaska, WI.
Program consultation and support services are offered to credit unions and registered representatives of LPL Financial through TruStageTM Wealth Management Solutions, a marketing name of CUNA Brokerage Services, Inc. (CBSI). CBSI is a limited business broker/dealer (member FINRA/SIPC), a fully owned subsidiary of TruStage Financial Group, Inc. These entities are not affiliated with LPL Financial and do not provide advisory services or brokerage services to retail clients.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Altra Federal Credit Union and Altra Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Altra Financial Advisors and may also be employees of Altra Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Altra Federal Credit Union or Altra Financial Advisors. Securities and insurance offered through LPL, or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
Altra Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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