RCU
November 20, 2009
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RCU is pleased to have Dan Anderson as one of the INVEST Financial Corporation registered representatives. Dan serves Members through the RCU Investment & Insurance Team. Dan has been a Member of RCU since 1969.

Dan brings an array of financial experience to RCU Members as a Life Underwriter Training Counsel Fellow and a Chartered Mutual Fund Counselor. Plus, he has many accomplishments to date:

Recognized by Bank Investment Consultant
   magazine in 2005 as being among the nation's "50
   Most Valuable Players" from financial professionals
   in the banking industry
Named Advisor of the Year, 2003 out of a peer
   group of 3,300 registered representatives
   nationwide. Only nine other people in the
   corporation have been given this honor
Member of the American Fund's* Presidents Club
   since 1999
National recognition by Putnam Funds* as a member
   of the Golden Scale Advisory Council for top
   producers

Dan is continually expanding his knowledge to better serve your needs by attending educational seminars for various national mutual fund and insurance companies. He also shares his knowledge by speaking at several seminars each year. Dan's knowledge can help you make the important decisions that will affect your financial future.

Dan has served the people of western Wisconsin as a past member of the Township Fire Department for 18 years with a rank of Chief Training Officer, the retired Director of the Make-A-Wish Foundation of Western Wisconsin after serving as a volunteer for five years and has worked with the community as a field service instructor at Chippewa Valley Technical College. Dan is also involved as an advisor in the student-mentoring program with the University of Wisconsin Eau Claire, Entrepreneur Program. Dan and his wife, Tammy, reside in Eau Claire.

Email Dan Anderson.

*INVEST is not affiliated with Putnam Funds or American Funds.

Registered representatives of and securities, insurance products, and advisory services are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with RCU, RCU Investments and Insurance Team.

This site is for informational puposes 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 businessess 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 Coporation's Privacy Policy

 

For More
Information

Dan Anderson

RCU Birch Street Office
419 N. Hastings Place
Eau Claire, WI
715-833-8197
1-800-341-9911 x8197
Mon.-Fri. 9 AM-5 PM
or by appointment