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About Envista Investment Advisors

The Envista Investment Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

 

When you’re making important financial decisions about your future, you want sound, objective advice from someone who knows you well. 

 

Meet Blake. He can help you build a financial plan that’s right for your life, whether you’re just getting started, saving for your child’s education, saving for retirement or living in retirement. Envista Investment Advisors will be your lifelong partner for retirement, investment and insurance planning even as your needs change throughout the years. Contact Financial Advisor, Blake Sutton, to set up your no-cost, no-obligation appointment.

 

Blake Sutton

Blake Sutton, Financial Advisor
785-228-8104
[email protected]

 

Schedule an Appointment

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Virtual Workshops

Join us as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan. Select a topic for more information and to reserve your place.

Rollover Planning
May 17 6:30                              
Sign Up Here
Understanding Medicare
June 14 7:00 PM
Sign Up Here
Income for Life
June 21 6:30
Sign Up Here

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Personal Financial Management

Envista Investment Advisors can provide a personal financial management program designed to meet your specific goals and objectives. This annual financial check-up will help you map out your financial future, including financial services such as insurance, annuities, investments and other considerations for retirement. You’ll receive professional financial advice from a professional source, along with quality personal service.

Alternatives to help protect those you love.

Options to help you save for the future.

  • IRAs – Tax deferred accounts to help you prepare for retirement
  • Mutual Funds – Diversified investment options for your objectives
  • Managed Accounts – Professionally managed portfolios to match your needs
  • Annuities – To help you save for and live in retirement
  • Stocks & Bonds – Individual investments to complement your style

Helpful Resources

Rollovers in 5 Easy Steps

The Pros & Cons of Rollovers

401(K) Rollover Frequently Asked Questions

It’s never too late to plan. Start today.

To learn more about the background of your financial advisor, please visit FINRA's BrokerCheck website.

*Envista Investment Advisors are registered representatives of CUNA Brokerage Services, Inc.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Envista Investment Advisors. 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. FR-3173766.1-0720-0822

Giving back

to our communities.

EnvistaCares