Our Financial Consulting Team


Rob Hassenrik, Financial Consultant and Chartered Retirement Planning Counselor(SM) at DFCU Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401(k) rollovers, retirement planning and college planning.


 

A one-on-one consulting session with Rob will help you gain a better understanding of your current financial situation, where you need to be financially to meet your future goals, and ways to manage your assets.

Rob holds a Bachelor of Business Administration degree from Western Michigan University. He is registered with CUSO Financial Services, L.P. (CFS), our broker-dealer, and holds his FINRA Series 7 (General Securities), FINRA Series 24 (General Securities Principal), FINRA Series 63, FINRA Series 66, licenses. FINRA licenses are held in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Illinois, Indiana, Kentucky, Maine, Michigan, Missouri, Nevada, New Mexico, New York, Ohio, Oregon, South Carolina, Texas, Virginia, Washington, Wisconsin and Wyoming. Additionally Rob holds his Life, Accident, and Health and Variable Contracts licenses with the State of Michigan. He received his Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.

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.

 

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