Brian Mell can use his skills to assist you as you decide the best way to manage your assets. He is a highly regarded Financial Consultant, a CERTIFIED FINANCIAL PLANNER(TM) professional, and Chartered Retirement Planning Counselor(SM) at DFCU Financial Partners.
A one-on-one consultation with Brian will help determine where you need to be financially to meet your future goals and identify opportunities to achieve them.
Brian holds a Bachelor of Business Administration degree from Western Michigan University and also completed the personal financial planning program through Oakland University and is a CERTIFIED FINANCIAL PLANNERTM professional.
He is registered and holds his Series 7 (General Securities) licenses and FINRA Series 63 and 65 through CFS. FINRA licenses are held in California, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Mississippi, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas and Virginia. Additionally, Brian holds his Life and Variable Contracts licenses with the State of Michigan. Brian received his Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.