Financial Advisors

Plan for a better future today.

Whether you're just looking to get started, make your money last or just want a second opinion, Consumers Financial Advisors can help. Let us learn more about you to help you in reaching your goals.


Available Products

  • 401(k)/Pension Rollovers
  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • SEP IRAs
  • Fixed Annuities
  • Index Annuities
  • Variable Annuities
  • Disability Insurance
  • Mutual Funds
  • Stocks/Bonds
  • Long-Term Care Insurance
  • Life Insurance
  • Education/College Planning

Current clients, please login to view your investment accounts.

Meet the Team

Michael D Bohne

MikeB_2CRPC®
Financial Advisor
(847) 672-1823
[email protected]
1075 Tri State Pkwy
Ste 850
Gurnee, IL 60031


My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically, we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted partner of Consumers Credit Union, I have a strong history of working with clients, their family and their friends.  I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member of FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

My Education

BA in Communication from the University of Wisconsin - Milwaukee Chartered Retirement Planning Counselor (CRPC)

Career Highlight
2004 - 2015 Financial Advisor at Ameriprise Financial

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

Other Locations
Mundelein
Volo
Round Lake Beach

Stuart S Cooper

Stuart S CooperCRPC®
Financial Advisor
(847) 672-1833
[email protected]
1075 Tri-State Parkway
Ste 850
Gurnee, IL 60031

My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted partner of Consumers Credit Union, I have a strong history of working with credit union Members, their family and their friends. I have access to a wide variety of investment and insurance products.  Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member of FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

My Education

BBA in Finance from Baruch College, City of New York
Chartered Retirement Planning Counselor (CRPC)
FINRA registered
Life insurance licensed

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

Other Locations
Mundelein
Volo
Round Lake Beach

Goran Tomic

Goran Tomic



My Background

Helping you reach your financial goals is my number one objective. Applying over 13 years of experience within banking, lending and investment management, I'm able to work collaboratively with individuals, families and small business owners to achieve their financial goals.  Markets, goals and life circumstances change but we will constantly adjust and recalibrate as those needs change. 

As a trusted partner of Consumers Credit Union, I have a strong history of working with clients, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member of FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.  If you're looking for a passionate, committed, client-centric advisor, or simply looking for a second opinion on your portfolio, let's connect.

My Education
BS in Business Management Loyola University Chicago

Additional Skills
Fluent in Polish and Serbian

Other Locations
Northbrook
Palatine

Let's get started! We'll work with you to help achieve your financial success.

FR-1496257.1-0516-0618