wealth advisor, cuso financial services, l.p.*
annab.cfsinvest@stcu.org
(509) 503.6189
STCU's Hutton Building
9 S. Washington St.
Spokane, WA 99201
“Keep it simple.” That’s Anna’s mantra.
She knows that creating a solid, long-term investment strategy can seem like a daunting task. Thankfully, Anna has worked in the financial services industry since 2006 and has been a licensed financial advisor for over a decade. In that time, she’s learned a few things: invest in what you like and understand; and know what you own, how you own it, what it’s doing for you, and what it costs. Simple, right?
Anna was born in Spokane and graduated from Gonzaga University with a degree in business. She’s a mom, dog owner, and proud West-Central resident who loves to get outside during all four seasons.
Anna is available by appointment at STCU's Downtown Spokane, Hutton, Moran Prairie, and Qualchan branch locations or by virtual appointment.
Anna holds FINRA series 7 and 66 securities licenses, plus life, health, disability, and long-term care insurance licenses. She is also a CERTIFIED FINANCIAL PLANNING TM (CFP®) practitioner.
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®.
See additional disclosures at cfsdisclosure.com, third party sites not affiliated with STCU.