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Member Update: All Branches, including our Call Center, will be closed on Monday, January 20th in observance of Martin Luther King, Jr.'s Birthday. We will resume business hours Tuesday, January 21st. Members can access their accounts at any time through our Online, Mobile, or Phone Banking platforms.

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Mazuma Wealth Management
Come and plan your dreams!

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Planning and Management

From college to retirement to legacy planning.

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We're here throughout your entire journey.
    Every major milestone in our lives starts with financial planning — from figuring out how to pay for college to preparing for a carefree retirement. Together, we can:
  •    - Build a savings plan
  •    - Reduce and streamline debt
  •    - Navigate life-changing events
  •    - Make the most of your retirement
  •    - Create an investment strategy that may include stocks, bonds, mutual funds, and asset allocation
  •    - Pass on your financial legacy

Life Insurance

Choose the best option for you and your family.

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Prepare your loved ones for the future.

We have Term, Variable, Whole, and Modified Endowment Plans to protect you and your family.

Meet the Financial Advisors

Financial advisors at Mazuma Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, provide guidance to help you plan for the future. Our professionals provide services that help you look toward the future and ensure your finances are ready for each stage of life, whether you're considering college funding, general investing, or retirement. Working with the Ameriprise Financial Institutions Groups program enables us to bring the enterprise and resources of Ameriprise Financial to you. You will have access to wide-ranging advice - from point-in-time investment recommendations and asset allocation strategies, to a comprehensive financial planning approach that covers key aspects of your financial life- to help you meet your goals. Schedule an initial no-cost, no-obligation appointment with a financial advisor from Mazuma Wealth Management today.

bill

Bill Sherman

Helping Mazuma Members plan their financial futures since 1980.
kyle

Kyle Moore

Helping individuals and companies achieve their financial goals since 2011.

jason

Jason Berve

Helping investors and small businesses plan for their most important goals since 2010.

Check the background of these
investment advisors on FINRA Brokercheck.

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Contact a Financial Advisor

Fill out and send this form, and a Financial Advisor will get back to you ASAP.

Check Up on Your Money

Access your investment portfolio and more online through Ameriprise Financial.

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Mazuma is Making Kansas City a Better Place to Live, Work, and Bank

When you bank with Mazuma Credit Union, you’re not just investing in your own financial future – you’re becoming part of something bigger! As a not-for-profit, Member-owned financial institution, we’re invested in improving the lives of our Members and our community.

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Ameriprise Financial has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise, but has a revenue sharing relationship with Ameriprise, which creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Mazuma Wealth Management is a financial advisory practice of Ameriprise Financial Services, LLC.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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