wealth advisor, cuso financial services, l.p.*
chasen.cfsinvest@stcu.org
(509) 755.7979
STCU's Main branch
106 W. Nora Ave.
Spokane , WA 99205
Chase works with members to build plans that work and relationships that last.
Everyone has different financial goals, needs, and circumstances. Chase knows this and works with members to find the investment plan that is right for them, based on a detailed analysis of their needs and goals. He also serves as a resource, available to answer members' general inquiries as well as questions about investment products and services.
Chase has experience in both the investment and insurance fields, where he prioritizes client needs and effective communication. A former wide receiver at the University of Montana, Chase stays active with CrossFit and golf. He comes from a family of devoted sports fans with deep roots in the Spokane area.
Chase is available by appointment at STCU's Main, Newport, and South Spokane branch locations or by virtual appointment.
Chase holds FINRA securities registrations 7, 63, and 66. He holds an insurance license in Washington.
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.