AUMdb

University Of Wisconsin Credit Union

EIN 390671465 · Public charity · Madison, WI

Assets
$5.7B
Revenue
$364M
Expenses
$332M
Investment income
$55.9M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Krupp General Contractors Llc Construction $1,624,455
Adam Albrecht The Weaponary Llc Consulting $984,604
Adrenaline Llc Consulting $882,644
Encore Oneclean Power Cleaning $727,681
Adams Outdoor Advertising Advertising $692,906

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Paul Kundert President & ceo $1,040,522 $433,073
Rob Van Nevel Evp & coo $526,193 $45,688
Brad Mcclain Evp & cfo $501,356 $62,086
Teo Trandafir Vp of wealth management $475,027 $69,766
Ralph Buelling Evp & cio $412,484 $68,025
Jonathan Bundy Evp & clo and asst corp secretary $352,646 $65,670
Aaron Lawry Wealth advisor $347,235 $21,376
Anne Norman Evp & cmpso $342,817 $58,596
Pam Peterson Evp & cpo $326,935 $54,132
Jeremy Marshall Wealth advisor $326,093 $62,652
Kyle Judd Wealth advisor $317,607 $23,486
Justin Novara Wealth advisor $291,246 $36,338
Tony Konkol Vp of info technology $271,006 $60,511
Amy Kriebs Svp member sales and solutions $258,831 $49,227
Michael Carr Director $900 $0
Michael Collins Director $900 $0
Kimila Daniels Director $900 $0
Jeffrey Russell Director $900 $0
Terry Warfield Director - treasurer $900 $0
Steven Rick Director - vice chair $900 $0
Kelly Wilson Director - chair $900 $0
Phyllis King Director - secretary $0 $0
Leana Nakielski Mesdjian Director $0 $0