Danette Carr

Financial Services Associate

CUSO Financial Services, L.P. (Member FINRA/SIPC)

Check the background of this investment professional on FINRA BrokerCheck

“Sometimes all you need to help reach your goals is someone to keep you on track. That’s where we come in.”

Danette has been in the financial services industry since 2010. “Here, we create personalized road maps that keep our clients headed in the right direction. Whether you’re just beginning an investment journey or nearing retirement, finance is about education and empowerment.” She loves to educate clients.

Danette has a degree in Financial Services from the University of Toledo. Although a Rocket at heart, she still likes to cheer for all of the MAC schools. You’ll regularly find her and her family at O.U. events. She loves giving back to the community through multiple local non-profits. Whenever she can, she’s outside — biking, hiking, or playing with her kiddos.

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*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. 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. 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.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Financial Advisors 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 be made only 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 of the United States.

*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. 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. 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.

**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdraw penalties, protection from creditors and legal judgements, required minimum distributions and possession of employer stock.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.