• ISI New Issue Monitor

Kansas Corporate and CU Investment Solutions, Inc. (ISI) have partnered to offer brokerage services to credit unions in Kansas. Through this Corporate Agent Program, credit unions have exposure to more inventories, highly competitive pricing and excellent trade execution. Credit unions can buy and sell all permissible securities, including New Issue Agencies, Secondary Bullet and Callable Agencies, Collateralized Mortgage Obligations (CMOs) and Corporate Bonds. Contact Walter Thompson, Brady McLeod or John Hageman, registered representatives, to open an account today.

Marketable Securities - ISI Forms

• ISI Account Information Form
• ISI Corporate Certificate
• ISI Tri-Party Customer Agreement
• USA Patriot Act Compliance Acknowledgement

ISI Staff

Brady McLeod, Senior Financial Analyst, has been providing investment and Asset Liability Management (ALM) advisory services since joining Kansas Corporate Credit Union in 1998. Brady performs many duties for Kansas Corporate Credit Union which include:  ALM analysis for credit unions; modeling credit union balance sheets in state-of-the-art ALM software program; assisting credit unions with investment strategy and management; ALM/Investment Policy reviews; member relations; meeting with credit union managers, volunteers and staff; and presenting financial topics to the credit union community.

Brady is registered with the FINRA through CU Investment Solutions, Inc. (ISI) as a general securities representative.  He currently maintains his series 63 and 7 licenses.  Brady holds a Bachelor of Science Degree in Business, with a focus in Business Administratioin, from The University of Kansas, Lawrence, Kansas.

Walter Thompson, Financial Analyst, has been providing investment and Asset Liability Management (ALM) advisory services since joining Kansas Corporate Credit Union in 2002.  Walter performs many duties for Kansas Corporate Credit Union which include:  ALM analysis for credit unions; modeling credit union balance sheets in state-of-the-art ALM software program; assisting credit unions with investment strategy and management; ALM/Investment Policy reviews; member relations; meeting with creedit union managers, volunteers and staff; and presenting financial topics to the credit union community.

Walter is registered with the FINRA as a general securities representative.  He currently maintains his series 7 and 63 licenses through CU Investment Solutions, Inc. (ISI).  Walter holds a Bachelor of Arts Degree in Business Management from Fort Hays State University, Hays, Kansas, and a Bachelor of Arts Degree in Finance from Wichita State University, Wichita, Kansas.

John Hageman, Financial Analyst, has been providing investment and Asset Liability Management (ALM) advisory services since joining Kansas Corporate Credit Union in 2010. John performs many duties for Kansas Corporate Credit Union which include; ALM analysis for credit unions; modeling credit union balance sheets in state-of-the-art ALM software program; assisting credit unions with investment strategy and management; ALM/Investment Policy reviews; member relations; meeting with credit union managers, voluteers and staff; and presenting financial topics to the credit union community.

John is registered with the FINRA through CU Investment Solutions, Inc (ISI) as a general securities representative.  He currently maintains his series 63 and 7 licenses.  John holds a Bachelors Degree with a Major in Finance and Minor in Economics, from Wichita State University, Wichita, KS.

About CU Investment Solutions, Inc. (ISI) | CRD 43753

CU Investment Solutions, Inc. (ISI) is a registered, licensed broker-dealer regulated by the SEC, a member of the FINRA and is SIPC insured.  ISI offers a full range of marketable securities.

All securites are offered through CU Investment Solutions, Inc. (ISI).  The home office of ISI is located at 9701 Renner Blvd., Suite 350, Lenexa, KS 66219.  ISI is registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934.  ISI also is registered in the state of Kansas as an investment advisor.  Member of FINRA and SIPC.  All investments carry risk; please speak with your representative to gain a full understanding of said risks.  Securities offered by ISI are not insured by the FDIC or NCUSIF and may lose value.  All opinions, prices and yields are subject to change without notice.