Consumers Credit Union welcomes Kara Harmsen as a CFS* Financial Advisor to our Investment Services team. Kara will focus on our Kalamazoo and Portage offices. She has more than six years of experience in the financial services industry and experience in marketing, sales, client development and executive administration.
Her involvement across many industries has given her a wealth of experience with different people around the country. “I enjoy meeting new people and helping to make a positive difference in their lives,” Kara says. “I believe in lifelong education in business and personal development, and my role here at Consumers is a natural extension of that.”
Kara is securities licensed in Michigan with registrations in Series 6, 7, 63 and 66. She is a graduate of the Eli Broad College of Business at Michigan State University.
Come meet Kara at one of her offices and learn more about how we can help you achieve your financial goals. Or make an appointment with her through our online form here.
- Corner@Drake: August 21
- Milwood: September 14
- Mattawan: September 20
- Centre St.: September 22
*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.
^This location is available by appointment only.