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Financial Advisor

Steve Tobin
Steve Tobin
Financial Advisor
108 Lawson Drive, Georgetown, KY 40324 502.564.1502
800.228.6420, x5448
Fax 502.564.1551 Steve.Tobin@cunamutual.com
Sue Wohlfeld
Suzanne Wohlfeld
Financial Advisor
1101 Sower Boulevard, Frankfort, KY 40601 502.564.4775
800.228.6420, ext. 5447
Fax 502.564.1551 Suzanne.Wohlfeld@cunamutual.com

The Commonwealth CU Retirement & Investment Services 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.*

There are many important financial decisions that must be made throughout someone’s life, so we have partnered with Commonwealth CU Retirement & Investment Services to help members with all their retirement planning and investment needs. Whether it’s a newly married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, Financial Advisors Steve Tobin and Suzanne Wohlfeld can help you reach your financial goals.

Work With Our Advisors

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

Check the background of these investment professionals on FINRA's BrokerCheck

Whether they are large or small, contact Steve or Suzanne today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

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*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-1864030.1-0817-0919