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 • cdutton@altra.org • www.altra.org
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.
