Are You Retirement Ready?
Kent Johnson is a CFS Financial Advisor at Velocity Credit Union. As a Velocity individual or business member, you can take advantage of professional investment and financial planning services with Kent through CUSO Financial Services, L.P. (CFS*), our broker-dealer. If you don’t have a financial plan, then it’s time to get one. Kent is an approachable, knowledgeable licensed professional, trained to objectively analyze your investment needs.
He has been in the industry since 1993 and has been affiliated with Velocity in the Austin area since 2017. He has two children, four grandchildren, and enjoys travel.
Kent says: “I believe in creating lifelong partnerships with a strong commitment to meeting clients’ needs in areas such as business plans, college funding, and retirement. I remain focused on helping clients achieve their goals.”
Check the background of this investment professional on FINRA’s BrokerCheck.
Rollover Reward
Get a $100 Reward for Rolling Over Your Retirement Account*
Deciding what to do with your 401(k) plan assets can be complex. Your future is too important to risk making the wrong choice, so let us help. Our CFS^ Financial professional can assist you in consolidating your retirement accounts and help you prepare with confidence while you:
- Develop a retirement plan
- Potentially save money on annual fees
- Allocate, diversify and re-balance
- Simplify required minimum distributions
- Consolidate statements
Schedule your no-obligation consultation with CFS^ Financial Professional Kent Johnson, LUTCF, today!
Kent Johnson, LUTCF
[email protected]
CFS* Financial Advisor
Call 512.469.7091
*Rollover must be an IRA, 401(k), 403(b), 457, or TSP. Offer valid for individuals who open a new retirement account through CUSO Financial Services, L.P. (“CFS”). Void where prohibited. Velocity Credit Union membership is required to take advantage of this special offer. Participants will receive a $100 deposit to their Velocity account for rollover amounts $25,000 and higher. Deposit will be placed in the member’s account 60 days after account funding. Taxes are the sole responsibility of the recipient. Limit one $100 reward per member. 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, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.
^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.
Registered 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 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.