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 or Brady McLeod, 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. Prior to joining Kansas Corporate, Brady was a Customer Service Representative with Bank of America. Brady is registered with the National Association of Securities Dealers (NASD) as a general securities representative. He currently maintains his series 7 and series 63 licenses through CU Investment Solutions, Inc. Brady holds a Bachelor of Science Degree in Business, with a focus in Business Administration, 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. Prior to joining Kansas Corporate, Walter was a Financial Advisor with UBS Pain Webber. Walter is registered with the National Association of Securities Dealers (NASD) as a general securities representative. He currently maintains his series 7, 63, and 65 licenses through CU Investment Solutions, Inc. 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.

April Rupert, Financial Analyst, has been providing investment and Asset Liability Management (ALM) advisory services since joining Kansas Corporate Credit Union in 2004. Prior to joining Kansas Corporate, April was a full time student. April is registered with the National Association of Securities Dealers (NASD) as a general securities representative. She currently maintains her series 7 and 66 license’s through CU Investment Solutions, Inc. April holds a Bachelor of Business Administration in Economics, with an emphasis in Real Estate, from Wichita State University, Wichita, KS.