Chief Marketing Officer and Senior Vice President
UW Credit Union [email protected] 800-533-6773, ext. 2274
Madison, WI – Frank Mularz has joined Investments Services at UW Credit Union as a financial consultant, where he will help Milwaukee-area residents pursue their investments goals.
“I’m looking forward to making people’s financial lives easier,” said Mularz. “Investing and retirement planning can cause confusion, so my goal is to be straightforward and transparent so members are successfully prepared for the future.”
Investment Services at UW Credit Union offers a full range of investment products and research through their broker-dealer relationship with LPL Financial. They specialize in retirement strategies and college savings plans and offer all the same services as larger firms. Clients can also expect the same personalized approach UW Credit Union offers.
“We take the time to get to know our members and listen to their needs,” said Mularz. “We believe strongly in our mission to put members’ best interests first.”
Mularz has over 17 years in the financial services industry, where he began his career in insurance and obtained his securities license in 1998. He is originally from North Carolina and has lived in the Milwaukee area the past 12 years. He is active in youth baseball and serves on the board of Elmbrook Little League.
Members can make investment appointments at all five of UW Credit Union’s Milwaukee-area locations. To find out more about Investment Services at UW Credit Union, visit uwcu.org/investments.
UW Credit Union is a growing, federally insured financial institution and a leading provider of a full range of financial services to University of Wisconsin communities. UW Credit Union’s 426 employees serve the financial needs of more than 179,000 members through world-class technology systems, and through a convenient network of 22 branch locations and over 100 ATMs. With assets totaling more than $1.6 billion, UW Credit Union is ranked nationally among the leading credit unions. Founded 80 years ago by members of the University of Wisconsin community, UW Credit Union continues to operate as a not-for-profit, member-owned financial cooperative with locations in the Madison, Milwaukee, Stevens Point, Green Bay, Oshkosh and Whitewater areas. Visit UW Credit Union at uwcu.org to learn more.