New User Registration:
It's easy to sign up for WESTconsin Online, to enjoy the benefits of free online banking, free bill payment and free eDocuments!
- In the Username box, enter your WESTconsin member number (with no suffixes).
- In the Password box, enter your four-digit CALL-24 PIN (not your debit card PIN). If you do not have a CALL-24 PIN, please contact your local WESTconsin Credit Union office or (800) 924-0022 to obtain one.
For security reasons, after the initial login, you will be required to change your Username and Password.
If you need assistance, please call (800) 924-0022.
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WESTconsin Online is compatible with Internet Explorer 11, Mozilla Firefox, Google Chrome and Safari 9.
Partnering In Your Financial FutureWESTconsin Investment Advisors makes available a variety of insurance and investment products that complement those offered by WESTconin Credit Union. Our program can provide a package of protection and asset accumulation products that can help you meet your personal financial objectives; whether those objectives involve saving for a home, providing a college education, or planning a comfortable retirement. Our representatives are dedicated career professional carefully selected and trained to serve credit union members. They can work with you to help you achieve your personal financial goals and provide information on the following services and products:
The WESTconsin Investment Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. Privacy and security policies may differ between WESTconsin Credit Union and CUNA Mutual Group. You should understand that if you conduct business here, you are conducting business directly with CUNA Mutual Group. Check the background of this investment professional on FINRA@ BrokerCheck. |
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Experienced Professionals Who Care
Your Financial Advisor is fully registered, licensed and experienced investment and retirement planning professional who cares about people, and is dedicated to helping them build financial strength and security for life.
Vice President* Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement but the first step is developing a strategy. As a financial services representative working at WESTconsin Credit Union, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic? As a Financial Advisor, Tim is able to provide credit union members with professional assistance, quality financial products and dependable service. Tim is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Tim is also a licensed insurance representative of CMFG Life Insurance Company. Education Call today for more information or to arrange a meeting. There is no obligation.
Financial Advisor Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life. As a Financial Advisor, Alex is able to provide credit union members with professional assistance, quality financial products and dependable service. Alex is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Alex is also a licensed insurance representative of CMFG Life Insurance Company. Education Call today for more information or to arrange a meeting. There is no obligation.
Financial Advisor Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life. As a Financial Advisor, Bob is able to provide credit union members with professional assistance, quality financial products and dependable service. Bob is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Bob is also a licensed insurance representative of CMFG Life Insurance Company. Education Call today for more information or to arrange a meeting. There is no obligation.Investment Advisors
Tim Carlson
Financial Advisor
B.S. Career, Technical Education and Training, University of Wisconsin—Stout and an Associate Degree, Marketing, Chippewa Valley Technical College
Alex Burian
B.S. Business Administration/Financial Services, University of Wisconsin—Stout
Bob Dillon
Associate’s Degree in Education, South Suburban College, South Holland IL
*The Vice President title is not associated with CUNA Brokerage Services, Inc.
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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.
*WESTconsin Investment Advisors' Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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 States of America.
FR-3306821.1-1020-1122