Browser Compatibility: For the best experience on our website, please upgrade to the current version of . Click here to learn more.
MSUFCU | Account Services | Financial Planning

Investment and Financial Planning

Our vision at Oakland University Credit Union is to provide our members superior financial solutions, comprehensive products, and unparalleled service.

The partnership you have with OUCU extends to OUCU's Investment and Insurance Service Center, through our broker-dealer CUSO Financial Services, LP.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just getting a second opinion, we’re here to help.

 

To schedule a free, no-obligation appointment contact Mark Garrod at 248-364-4715 or mark.garrod@cusonet.com.

 

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. 

Mark Garrod

Contact Information
Phone: 248-364-4715                           
Fax: 517-664-4865
mark.garrod@cusonet.com

 

Members of Oakland University Credit Union are able to benefit from the expertise of Mark Garrod, a licensed Financial Advisor through our broker-dealer CUSO Financial Services, L.P. (“CFS”).*


Mark received his MBA from Michigan State University in 1986. For over 25 years, Mark has concentrated on developing, implementing, and monitoring customized financial plans and personal insurance solutions for his clients and their families.


He specializes in retirement strategies, income options in retirement, IRA rollovers for 401(k)s and 403(b)s, and is very familiar with TIAA-CREF and Fidelity retirement plans.
 

Registrations and Licenses:
    - FINRA Series 7 - General Securities Registered Representative
    - FINRA Series 63 - Uniform Securities Agent State Law License
    - FINRA Series 66 - Investment Advisor Representative
    - State of Michigan Life Insurance License

 

Mark is licensed in Michigan, New York.
 

Services:
- Financial, Retirement, and Estate Planning
- Income Options for Retirement
- Open Architecture of Managed Money, Mutual Funds, and Annuities
- Life, Disability, and Long-Term Care Insurance

 

If you would like to learn more about Mark Garrod and his services, please contact him at 248-364-4715 or stop by your local OUCU branch to schedule an appointment.

 

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to Credit Union members.

 

Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the Credit Union, and may involve investment risk including possible loss of principal. 



 

MSUFCU Routing Number: 272479663
MSUFCU SWIFT Code: MSUCUS44

ComputerLine - Protected by TrulyU®

Forgot Username? Forgot Password?