financial advisor, cuso financial services, l.p.*
ladonnab.cfsinvest@stcu.org
(208) 619.4068
STCU's Post Falls Branch
3903 E. Primrose Lane
Post Falls, ID 83854
When it comes to money, it can feel like your future is up in the air. Sometimes, all it takes is a steady navigator to bring it all down to earth. That’s where LaDonna comes in.
To help people prepare for life’s biggest journeys, LaDonna starts by asking questions. She likes to get a firm grasp on a client’s expectations, their timeline, and their tolerance for risk. When she has what she needs, she’ll create a customized recommendation for a steady path forward.
A graduate of Saint Mary’s College in Indiana, LaDonna has decades of experience in the financial industry. She’s a proud Coeur d’Alene native, Rotarian, and community volunteer.
When she’s not meeting with clients or helping her community, LaDonna loves to explore the region from the air, piloting her very own Cessna.
LaDonna is available by appointment at STCU's Bonner County, Downtown Coeur d’Alene, Hayden, Crossroads, Post Falls, Rathdrum, and Silver Lake branch locations or by virtual appointment.
LaDonna holds FINRA securities registrations 7 and 66. She holds an insurance license in Washington, Idaho, and Montana.
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.