Financial advisors

Meet the STCU Investment Services team

Contact one of the financial advisors listed below for help with your long-term financial plans. There's one available by appointment at any STCU branch location.

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

Steve Juul

Financial Advisor, CUSO Financial Services, L.P., at STCU Investment Services.

(509) 755.7977 | stevej@stcu.org
STCU's Valley Branch, 13501 E. Sprague.

Also available by appointment at STCU's South Valley, Liberty Lake, Moran Prairie, and South branch locations.

After a career in sports retail management, Steve Juul became a financial advisor in 2013. He is security licensed in Washington, Idaho, California, Nevada, Oregon and Utah. Steve lives near Mead High School and enjoys golf, basketball, and other sports as a participant and a fan. He and his wife are University of Montana graduates. They have two daughters, who are third-generation STCU members.

FINRA securities registrations: 7, 63, 65 and 66. Life insurance licensed in Washington and Idaho.

Kevin Zickler

Financial Advisor, CUSO Financial Services, L.P., at STCU Investment Services

(208) 619.5221 or (509) 755.7979 | kevinz@stcu.org
STCU's Crossroads Branch, 2712 N. Ramsey Road.

Also available by appointment at STCU's Post Falls and Silver Lake branch locations or in Washington at STCU's Main, Cheney, and Qualchan branch locations.

A Financial Advisor licensed in Idaho and Washington, Kevin Zickler began serving investors in 2012. He is a University of Washington graduate who grew up in Spokane and continues to spend vacations at the Priest Lake cabin now enjoyed by four generations of his family. For relaxation, Kevin works in the yard, barbecues (ask about his artichoke-stuffed chicken) and plays guitar, mostly for his wife and kids.

FINRA securities registrations: 7 and 66. Life insurance licensed in Washington and Idaho.

 

*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. STCU has contracted with CFS to make non-deposit investment products and services available to credit union members.