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Photo of a book, implying we can help write your story
Photo of a book, implying we can help write your story

Investment team

Contact us.

Call:
(509) 755-7970 Washington
(208) 619-5220 Idaho
(855) 802-3416 toll-free

Email: investmentservices@stcu.org

Investment Services locations

Financial planning for your business

STCU Investment Services, provided by CFS*, can help you manage your business and employee benefits.

STCU Investment Services is provided through CUSO Financial Services, L.P., (CFS*) an independent broker-dealer and SEC registered investment advisor formed to help credit unions meet their members' investment needs. CFS licensed financial advisors at STCU are employees of the credit union, assisting you with brokerage accounts and financial management.

Check the background of CUSO Financial Services on FINRA's BrokerCheck®.

Our CFS* Financial Advisors can help with your:

  • Company retirement package, including 401(k), profit sharing, and defined benefit plans.
  • Group disability, life, and long-term care insurance coverage.
  • "Key person" insurance to help protect your business from unexpected loss.
  • Deferred compensation package, or "golden handcuffs," to retain top executives and key employees.

Request a no-obligation review.

Call STCU Investment Services to arrange a complimentary, no-obligation investment review. CFS licensed financial advisors are available to meet with you at your place of business or any STCU branch location.


Disclosures

*Important disclosures about STCU Investment Services and CFS.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Check the background of CUSO Financial Services, L.P. and our CFS* advisors on FINRA's BrokerCheck®.

**Offer valid through December 31, 2021, for the first 100 members who make a qualified opening deposit of $40,000 or more into an STCU Investment Services account with CFS. Investment funds must be deposited by February 28, 2022, to receive this offer. Mastercard gift cards will be emailed within 30 days after meeting conditions, while supplies last. Must provide a valid email address. Must be 18 or older to participate. Limit one incentive per client. CFS reserves the right to provide a raincheck or a substitute of equal or greater value. Before depositing funds, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. STCU reserves the right to modify, change, or terminate this incentive program at any time without notice.