Financial Advisor, CFS*
711 W. Douglas
Available through CUSO Financial Services, L.P. (CFS)*
- Licensed Financial Advisor
- Accredited Asset Management Specialist
- Registered with CUSO Financial Services, L.P.
- 13+ Years in Investment Industry
*Non-deposit investment products and services are offered through CUSO Financial Services LP ("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. Credit Union of America has contracted with CFS to make non-deposit investment products and services available to credit union members.