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Meet our team

Nikki Moore - Program Manager/ Financial Advisor

Nikki is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a comprehensive portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Nikki is also a licensed insurance representative of CMFG Life Insurance Company.

I am a firm believer in taking the time to get to know my client’s goals and fears, when it comes to their financial picture and needs. Working, one on one, with a client is not just a job to me, but a relationship and it’s important to understand each client individually. I love being able to educate and help people make better financial decisions.

Education

Bachelor of Arts Degree, Southern New Hampshire University, graduated Magna Cum Laude

Memberships

National Society of Leadership and Success
CUNA Brokerage Services, Inc. Women of Distinction member

Career Highlights

Over 22 years of investment industry experience
Promoted to Program Manager, 2014

Personal

Vice President for Project Reveal
Volunteer activities include: Ronald McDonald House, Evansville Rescue Mission, and Holly’s House

Contact Nikki today and schedule your no-cost, no-obligation appointment.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1707140.1-0217-0319