Investment Products

Catholic Financial Services Corporation functions as a limited broker dealer and distributes securities products; including variable life insurance, mutual funds and 529 plans. 

Catholic Financial Services Corporation* offers mutual funds through direct relationships with the following fund companies;

• American Funds (www.americanfunds.com),
• Fidelity (www.fidelity.com),
• Franklin Templeton (www.franklintempleton.com),
• Putnam (www.putnam.com), and
• Ave Maria (www.avemariafund.com)

Catholic Financial Services Corporation* offers the following 529 College Savings Plans:

• EdVest (www.edvest.com)
• CollegeAmerica (www.americanfunds.com),
• Fidelity Advisor 529 Plan (www.fidelity.com),
• Franklin Templeton 529 College Savings Plan (www.franklintempleton.com), and
• Putnam CollegeAdvantage (www.putnam.com)

• Prudential
• John Hancock
• Lincoln Financial
• Lincoln Benefit

* Securities are offered through registered representatives of Catholic Financial Services Corporation, 1100 W. Wells St., Milwaukee, WI 53233, (414) 278-6550 Catholic Knight’s affiliated broker-dealer; which is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).