OGDEN, UT: August 15, 2016 – Goldenwest has hired Dan Larsen as a Financial Advisor with MEMBERS Financial Services* located at the Credit Union’s Kaysville office on 131 West 200 North. Larsen is a licensed advisor through CUNA Mutual Group** and works directly with Credit Union members for retirement income planning and investments.
Larsen has more than 10 years of experience as an Advisor with CUNA Mutual. Prior to Goldenwest, he worked as an Advisor with America First Credit Union in Utah and Red Canoe Credit Union in Oregon. Larsen is a CUNA Mutual Group Honors Academy Graduate and earned a Bachelor Degree in Accounting from the University of Utah.
“With his experience and educational background, Dan can help our members identify and reach their retirement goals,” said Kerry Wahlen, Goldenwest President/CEO. “He is an asset to our Credit Union, and we are excited to welcome Dan to the Goldenwest family.”
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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 State of America.
**CUNA Mutual Group is the marketing name for the CUNA Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.