cuso financial services, l.p.* investment services associate
bryan.anderson.cfsinvest@stcu.org
STCU's North Spokane Branch
207 E. Hastings Road
Spokane, WA 99218
Bryan keeps everything on track for members and advisors.
He’s here to make sure that members have the clearest path to achieving their financial goals, whether saving for retirement, planning their legacy, or preparing for their children’s college expenses. Bryan works with members and advisors to schedule appointments, handle referrals, gather documents, and keep it all running smoothly. He also serves as a resource, answering members’ inquiries and questions about products and services.
A Spokane native, Bryan studied and ran track at Carroll College in Montana, where he received a bachelor’s degree in health sciences. He stays active by playing football and hitting the gym.
Bryan is SIE qualified and is working towards his Series 7.
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.