ONALASKA, WI – Susan Breyer, Vice President – Wealth Management at Altra Financial Advisors located at Altra Federal Credit Union, has been appointed to the Senior Advisor Leadership Team (SALT) with their broker-dealer, CUNA Brokerage Services, Inc. (CBSI). This distinction is awarded to a select number of financial advisors registered with CBSI who demonstrate a consultative approach with their clients, exceptional sales productivity, and leadership within their credit union and among their peers.
Breyer, a financial advisor with over 31 years in the financial industry, is available to meet with individuals to evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices. She has received the SALT recognition four years in a row.
“We are proud that Sue Breyer has again been recognized with this esteemed honor,” said Cheryl Dutton, Altra Vice President of Marketing. “Her knowledge and commitment to our members is a great asset as she helps them achieve their financial goals.”
In addition to providing sound input and representing their fellow advisors with CBSI leadership and staff, Breyer also serves as an ambassador for CBSI and its advisors across the country.
“In collaboration with our credit union partners, CBSI Advisors plays an instrumental role in guiding our firm to help people achieve financial security through retirement,” said Rob Comfort, President of CUNA Brokerage Services Inc. “By being appointed to our 2020 Senior Advisor Leadership Team, Sue Breyer has demonstrated a commitment to our mission and has earned the confidence of their peers to help lead our firm into the future.”
About Altra Federal Credit Union: Altra Federal Credit Union has made members a fundamental part of its vision since 1931. Over the years that focus has seen the credit union grow into a leading financial institution with over $1.9 billion in assets and more than 117,000 members worldwide. Both not-for-profit and member-owned, Altra’s mission is to create member loyalty by providing products, services and guidance that enable our members, staff and communities to prosper. In addition to banking services conveniently available through online, chat, mobile, or phone options, Altra offers a full range of financial services, from personal and business to lending and investments. By offering several eligibility options for membership based on where you live, work, worship, or attend school, Altra is Helping You Live Your Best Life!
2021 CUNA Mutual Group FR-3472368.1-0321-0423 For more information contact: Cheryl Dutton • VP Marketing • 608-779-3082 • 800-755-0055 • [email protected] • www.altra.org
Altra Financial Advisors is licensed to serve members in Arizona, California, Colorado, Florida, Iowa, Minnesota, North Carolina, South Dakota, Texas, and Wisconsin.
Check the background of these investment professionals on FINRA’s BrokerCheck.
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.
The Altra Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
*Altra Financial Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.
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