Bill Bouma is a CFS* Financial Advisor with 24 years of experience working in the financial services industry. As such, he is experienced in all phases of financial planning, including asset management, estate planning, and college funding.
Bill enjoys working with members and helping them to achieve their savings and investment goals for a comfortable retirement. His personal goal is to provide the highest level of service possible to members and discover what’s important to them.
“I have enjoyed my work in financial planning tremendously,” says Bill. “My job satisfaction comes from working with members and watching their families benefit from the planning we did for their investment goals and objectives.”
Bill also holds a BBA in finance from Western Michigan University and has his Series 7 General Securities license, his Series 63 and Series 65 licenses, as well as his Michigan Life and Health Insurance license.
He is licensed in AZ, FL, GA, IL, MI, MN, NC, OK, TX and OH.
Bill serves the offices of Milham, Centre, Portage Road, Downtown Kalamazoo, Gull Road, and Coldwater.
In his free time, he enjoys the great outdoors, especially time spent golfing, fishing, motorcycle riding and walking his German Shorthair Pointer. He also volunteers with the Salvation Army, Junior Achievement, Kiwanis, Meals on Wheels and is on the Kalamazoo County Child Abuse and Neglect Prevention Council.
If you’d like to set up an appointment with Bill, click here.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.