Investments

South Metro Federal Credit Union provides investment and insurance services through our broker dealer CUSO Financial Services, LP*. Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just getting a second opinion, we’re here to help.

Our CFS* Financial Advisor Kristin Chim can provide you individualized service and is here to work directly with members like you.

Check the background of this investment firm on FINRA BrokerCheck.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
†For specific tax advice, please consult a qualified tax professional.

Meet CFS* Financial Advisor Kristin Chim

As a member of South Metro Federal Credit Union you have access to Kristin Chim, our Financial Advisor available through our broker-dealer CFS*.

In today’s market, it’s essential to work with a Financial Advisor who can provide you insight and guidance based on an understanding of your unique situation. Kristin Chim is a Certified Fund Specialist and a securities-licensed Financial Advisor with over 15 years of experience in the financial services industry. Kristin Chim also won the national Bronze Keystone Award from CUSO Financial Services, LP (CFS) in both 2013 and 2014.

Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Kristin Chim is here to:

  • Listen to your financial needs
  • Provide impartial advice to help you make informed decisions
  • Be dependable and responsive

Kristin Chim, CFS®
Certified Fund Specialist
Financial Advisor

CUSO Financial Services, L.P. (CFS*)

FINRA licenses are held in FL, IL, MN, TX and WA. Additionally, Kristin is insurance-licensed in MN.

Kristin Chim

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
†For specific tax advice, please consult a qualified tax professional.

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