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Your Financial Planner

Brad Richardson, CFP

Brad Richardson, CFP
(307) 638-4203
investments@wyhy.org

Brad Richardson at WyHy Federal Credit Union offers a complete package of financial services through CUSO Financial Services, LP, customized to meet the specific goals and needs of WyHy members. With a firm belief in customer service and unbiased quality investment advice, Brad focuses on the members' specific financial situation, so that members can focus on the enjoyments of life. As a team, WyHy and Brad work closely together to ensure that members have confidence that all their financial affairs are being handled with great competency, whether it's banking, saving towards retirement, generating more income or estate planning.

In providing this full service spectrum, we fulfill our mission of helping members achieve a secure financial future.

Brad works with members to fully understand the unique financial circumstances of each of his members. He will discuss investment opportunities, introduce new strategies, provide investment recommendations, review tax implications of certain investments*, and periodically assess the progress of your portfolio. He will also develop a strategy and customized plan to help meet your needs from college savings to an over-all review. He has more than 17 years of Wealth Management and Financial Planning experience. A graduate of the University of Pennsylvania, he holds a Certified Financial Planner(tm) certification from the Certified Financial Planner Board of Standards, Inc. He is fully licensed with FINRA Series 7, 9/10 and 63.

Brad hails from Pennsylvania. He and his wife Dee have 2 daughters, Stephanie and Jordan, and a son, Alex. Brad enjoys spending time with his family, especially the new grandbaby, and his favorite hobbies include running, hiking and kayaking.

* Investment products and services are provided through CUSO Financial Services, L.P. (CFS). Investments are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Investment Representatives are employees of WyHy Federal Credit Union and are registered through CFS. WyHy Federal Credit Union is affiliated with CFS (Member FINRA/ SIPC).

* Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.

* Please consult a tax professional for specific tax advice.


Close President's Letter to Members
WyHy Federal Credit Union

Urgent message from the CEO President's Letter to Members

Revised: June 8th, 2010

Dear WyHy Federal Credit Union Members,

WyHy continues to put you, our owner and your interest's first! We are asking for both your help and request your support for your credit union!

As a WyHy owner, you have a right to know how governmental changes can affect your everyday routine. The Senate has recently passed an amendment to the financial reform bill that will have a significant impact on how you use your debit card. WyHy does not support this legislation, and we would like to explain why.

We do not believe the federal government should decide how much it should cost for stores to accept debit cards, especially if it will force financial institutions to raise the rates on these cards for customers. We also disagree with the amendment because it will give retailers the ability to set minimum and maximum payment amounts, and to discriminate between cards, charging more for one than another. We don't want you to be forced to carry cash, just to avoid being stranded at the register if you can't use your card. We don't want you to have to carry several cards, just to avoid paying more to use one versus another.

Please speak out against this amendment becoming law before it is too late. This is a simple process that should only take a couple of minutes to complete. Please click here to send a letter or email to your Member of Congress. This is time sensitive, make your voice heard.


Sincerely,


William Willingham, III
President/CEO