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Meet our team

Nikki Moore - Program Manager/ Financial Advisor

Nikki is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a comprehensive portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Nikki is also a licensed insurance representative of CMFG Life Insurance Company.

I am a firm believer in taking the time to get to know my client’s goals and fears, when it comes to their financial picture and needs. Working, one on one, with a client is not just a job to me, but a relationship and it’s important to understand each client individually. I love being able to educate and help people make better financial decisions.

Education

  • Bachelor of Arts Degree, Southern New Hampshire University, graduated Magna Cum Laude

Memberships

  • National Society of Leadership and Success
  • CUNA Brokerage Services, Inc. Women of Distinction member

Career Highlights

  • Over 22 years of investment industry experience
  • Promoted to Program Manager, 2014

Personal

  • Vice President for Project Reveal
  • Volunteer activities include: Ronald McDonald House, Evansville Rescue Mission, and Holly’s House

Contact Nikki today and schedule your no-cost, no-obligation appointment.

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-1707140.1-0217-0319