Craig Shipman--a registered Financial Consultant through CUSO Financial Services L.P. (CFS), our broker dealer--believes preparing for and managing retirement requires considerable thought and planning.
A long-time resident of the Ann Arbor area, Craig is a graduate of Kent State University with a Bachelor of Science, received his Chartered Retirement Planning CounselorSM designation from the College for Financial Planning, and is registered and holds his Series 7 (General Securities) and 66 through CFS. FINRA licenses are held in Florida, Georgia, Maine, Massachusetts, Michigan, New Hampshire, North Carolina, Ohio, Texas and Washington. Additionally, Craig holds his Life and Variable Contracts licenses through the State of Michigan.
Craig has dedicated the bulk of his career specializing in the University of Michigan retirement plan. During his tenure, he has helped thousands of clients navigate the plan's complexities to create sound strategies for retirement and wealth planning. He developed his intricate knowledge of the University of Michigan retirement plan having worked at TIAA-CREF, which is one of the two entities that administer the plan.
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.