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Routing Number: 291880411

 

 

 

 

 

 

 

 

Life Changes

 

SERVICES

Individual Retirement Programs
RCU Investment & Insurance Team makes access available to mutual funds, tax deferred annuities, IRAs, and more. We can also help you roll over your retirement plan into a new pension or IRA.

Life, Disability, and Long-term Care Insurance
We are dedicated to helping you get the coverage you need to protect yourself, your family, and your business.

Business Retirement Plans
SEP and Simple IRAs are easy to establish and give small business owners and the self-employed an affordable retirement plan without a lot of work. We also offer Executive Compensation Plans for larger companies.

Estate Arrangements
A well-designed estate allows you to reduce federal estate taxes, avoid unnecessary probate expenses, designate who receives your assets, protect your beneficiaries, and safeguard your assets (consult an estate planning professional).

Business Continuation Solutions
Our representatives will work with you to protect your family and the business you've worked so hard to build. Prepare today to assure a smooth transition and protect your family's financial future.

Request more information.

 

 
Designing Loans and Delivering Dreams

Practical Information for Smart Investing

 

 

Life Changes—Wherever you happen to be in life, the RCU Investment & Insurance Team can help you fulfill your financial goals.

The professionals of the RCU Investment & Insurance Team have options for your financial future. From basic savings to long-term retirement savings, we offer access to smart ways to prepare you for whatever the future has in store.

Request more information.


RCU investment & INSURANCE Team

Dan Anderson

Dan Anderson

715-833-8197 • 1-800-341-9911 ext. 8197

Located at: RCU Birch Street Office
419 North Hastings Place • Eau Claire WI
Serving Eau Claire

Monday through Friday, 9 AM until 5 PM or by appointment

Email Dan.   View Dan's Bio.

April Breheim

April Breheim

715-858-5221 • 1-800-341-9911 ext. 5221

Located at: RCU Whitehall Office
18567 Scranton St • Whitehall WI
Serving Whitehall

Monday through Friday, 9 AM until 5 PM or by appointment

Email April.   View April's Bio.

Matt Casey

Matt Casey

715-246-8006 • 1-800-341-9911 ext. 8006

Located at: RCU New Richmond Office
355 South Knowles Ave • New Richmond WI
Serving the St. Croix Valley

Monday through Friday, 9 AM until 5 PM or by appointment

Email Matt.   View Matt's Bio.

Gina Gladwell

Gina Gladwell

715-552-3032 • 1-800-341-9911 ext. 3032

Located at: RCU Golf & 93 Office
4501 Royal Drive • Eau Claire WI
Serving Eau Claire and Menomonie

Monday through Friday, 9 AM until 5 PM or by appointment

Email Gina.   View Gina's Bio.

Jerry Hagman

Jerry Hagman

715-855-5423 • 1-800-341-9911 ext. 5423

Located at: RCU Rice Lake Office
1421 S Main Street • Rice Lake WI
Serving Rice Lake

Monday through Friday, 9 AM until 5 PM or by appointment

Email Jerry.   

Bill McCullough

Bill McCullough

715-858-5217 • 1-800-341-9911 ext. 5217

Located at: RCU Woodward Office
1031 Woodward Ave • Chippewa Falls WI
Serving Chippewa Falls and Colby

Monday through Friday, 9 AM until 5 PM or by appointment

Email Bill.   View Bill's Bio.

Joel Revak

Joel Revak

715-858-5272 • 1-800-341-9911 ext. 5272

Located at: RCU Moholt Office
2415 Jodi Drive • Eau Claire WI
Serving Eau Claire

Monday through Friday, 9 AM until 5 PM or by appointment

Email Joel.   View Joel's Bio.

Sandy Sorensen

Sandy Sorensen

715-838-2542 • 1-800-341-9911 ext. 2542

Located at: RCU Woodward Office
1031 Woodward Ave • Chippewa Falls WI
Serving Chippewa Falls and Colby

Monday through Friday, 9 AM until 5 PM or by appointment

Email Sandy.   View Sandy's Bio.

Monique Villeneuve

Monique Villeneuve

715-246-8016 • 1-800-341-9911 ext. 8016

Located at: RCU Hudson Office
2501 Hanley Rd Ste 100 • Hudson WI
Serving the St.Croix Valley and Minnesota

Monday through Friday, 9 AM until 5 PM or by appointment

Email Monique.   

Registered representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with RCU (Royal Credit Union) or RCU Investment & Insurance Team.

Products offered are:
• Not insured by the NCUSIF or any federal government agency
• not a deposit or other obligation of or guaranteed by any credit union
• subject to risks including the possible loss of principal amount invested.

This website may contain concepts that have legal, accounting, and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a Broker-Dealer (BD) or Investment Advisor (IA) may only conduct business in a state if the representative and the BD or IA they represent (a) satisfy the qualification requirements of the state and are approved to do business by the state; or (b) are excluded or exempt from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting or attempting to effect transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation's Privacy Policy

Investments & Savings

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Are not NCUSIF insured.

May lose value.

Are not credit union guaranteed.

Are not a deposit.

Are not insured by any federal government agency.