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Investments

Investments

Planning your financial future: thinking about tomorrow, today.

Your unique investment plan

Whether you are saving for college, working toward retirement or building a legacy for you and your family, Fox Communities Credit Union Investment Services can work with you to develop an investment plan aligned with your needs and goals. At Fox Communities Credit Union, our goal is to make a difference – for you, your family and your future.

Integrated strategies

Fox can help you sift through the many options available to create a unique investment strategy.  With access to a wide range of financial products and services, Fox will work with you to build a diversified portfolio of investments that strives to optimize potential returns and minimize risk.

Fox has the expertise to assist you with the following products and services:

Breadth and depth of products:

  • Mutual funds
  • Fixed and variable annuities
  • Insurance
  • Stocks & bonds

Essential financial services:

  • Retirement planning
  • Financial planning
  • Asset allocation
  • Asset management
  • College savings
  • Estate planning

 Click here to get started.

In addition to the above listed services, Fox also provides: 

  • Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed
  • Annual portfolio review – to review your current holdings and help you make any necessary changes or adjustments

Jeff Rufe – Appleton AreaJeffRufe_current2014

  • Born in Milwaukee, raised in the Fox Valley
  • Hobbies include: Golf, music, guitar, fishing, camping, and traveling with his family
  • Jeff has 30 years investment experience serving Northeast Wisconsin
  • He also has Series 63 & Series 7 Securities License
  • Life insurance Licensed
  • Graduated from UW Madison, BBA and College of Financial Planning – Denver, CO.

 Contact me

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Chris Thelen – Green Bay AreaChrisThelen

  • Born and raised in Green Bay
  • Hobbies include: fishing, golf, bicycle riding, gardening, and traveling with my family.
  • Chris has 20 years investment experience serving Northeast Wisconsin
  • He also has Series 63, Series 65, & Series 7 Securities Licenses
  • Life insurance Licensed
  • Attended NWTC – Police Science
  • Attended UW- Green Bay – Elementary Education

 Contact me

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Fox Communities Credit Union and Fox Communities Credit Union Investment Services are not registered as a broker-dealer or investment advisor. Registered Representatives of LPL offer products and services using Fox Communities Credit Union Investment Services, and may also be employees of Fox Communities Credit Union. These products and services are being offered through LPL or its affiliates of, which are separate entities from, and not affiliates of, Fox Communities Credit Union or Fox Communities Credit Union Investment Services. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY NOT CREDIT UNION GUARANTEED NOT CREDIT UNION DEPOSITS OR OBLIGATIONS MAY LOSE VALUE

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You are about to leave Fox Communities Credit Union's website. Any external site listed here is not under the control of Fox Communities Credit Union. Thank you for visiting. Please return when you need information about Fox Communities CU's products and services.

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