Personalized retirement, investment, and wealth management guidance for Midwest Regional Credit Union members.
Welcome to the Retirement & Investment Center
Midwest Regional Credit Union (MRCU) has partnered with Fiduciary Trust Private Wealth Counsel, LLC (FTPWC), an independent investment adviser, to offer advisory services to MRCU members. FTPWC is a fiduciary and is required to act in your best interest when providing investment advice. We disclose our conflicts of interest in our Form ADV, which is available to you before you become a client.
Meet Us in Person or Connect Remotely
In-person consultations are available at MRCU's KCK Community College Campus branch. You can also reach our team by phone or email.
Our Financial Services
Retirement Planning
- IRA and 401(k) rollover options
- Retirement income strategies
- Social Security timing as part of your overall plan
Investment Strategies & Wealth Management
- Stocks, bonds, mutual funds, and ETFs
- Tax-aware investment strategies
- Non-retirement investment accountss
Estate Planning Guidance
- Organizing your estate strategy with your attorney
- Coordinating your accounts and beneficiary designations with your estate plan
- How trusts and wills fit into your financial picture
We do not draft legal documents such as wills or trusts, and we do not provide legal advice.
Insurance
Annuity products, life and long-term care are available through Chris Halford and Brent Weisenborn, who are licensed insurance agents, through Fiduciary Trust Assurance Group, LLC. Insurance sales are separate from our advisory services. They are not made as an investment adviser acting as your fiduciary, and the agents earn commissions, which creates a conflict of interest. You are never required to buy insurance from us and may buy it from any other agent.
Meet Your Advisory Team
Chris Halford
Senior Vice President, Fiduciary Trust Private Wealth Counsel, LLC
Primary contact for MRCU members. Chris is an investment adviser representative registered in Kansas and Missouri and a licensed insurance agent. He has over 30 years in financial services. He graduated with a BA in Psychology and a minor in Mathematics from William Jewell College, and he helps people near or in retirement build dependable income strategies. Available at the KCKCC branch, by phone, or by email.
Brent Wisenborn, RIAR
CEO, Fiduciary Trust Private Wealth Counsel, LLC
Brent is an investment adviser representative registered in Kansas and Missouri and a licensed insurance agent. He is a Certified Financial Fiduciary® (CFF), has nearly 40 years in investment management, and has a BBA in Finance and Economics from Baylor University.
Form ADV Disclosures
Important Disclosures
Advisory services are offered through Fiduciary Trust Private Wealth Counsel, LLC, an investment adviser registered with the Missouri Securities Division and the Kansas Office of the Securities Commissioner. MRCU is not an investment adviser and is not affiliated with FTPWC. FTPWC pays MRCU a share of fees for member referrals. Not deposits. Not NCUA or otherwise federally insured. Not obligations of or guaranteed by the credit union. May lose value.
FTPWC's Form ADV Part 2A and Part 2B, which describe our services, fees, and conflicts of interest, are available at www.ftpwc.com or on request at (913) 328-4218.