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Bill Schroen

Financial Advisor
CUNA Brokerage Services, Inc.
at PenFed Wealth Management

Direct Phone: 202-563-5014
Direct Fax: 608-236-8859
Email: Bill.Schroen@PenFedWealth.com
Located in: Washington, DC
Covers: AZ, DC, IN, IA, KS, OH, RI, VA

Check the background of this investment professional on FINRA BrokerCheck.

Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan to help achieve three key financial goals:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner

Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.

Do You Want To Meet With Me?

Schedule a one-on-one appointment with me to discuss retirement, saving and investing.

Do You Want To Contact Me?

For all other PenFed Credit Union questions, please see penfed.org/contact-us.

*PenFed Wealth Management Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

CBSI-2163191.1-0618-0720 AdTrax FR-2933404.1-0120-0225
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