avp, stcu investment services manager, cuso financial services, l.p.*
lindsayb.cfsinvest@stcu.org
(509) 343.6113
STCU Investment Services, available through CFS, helps members from across Washington, Idaho, and beyond with their long-term financial goals.
With appointments in branches from Pasco to Ponderay, they need a leader they can count on to help them make their client’s dreams come true.
With decades worth of financial industry experience, Lindsay knows how important it is to operate with efficiency and teamwork. She acts as a crucial partner between her Investment Services CFS advisors and the broader STCU branch and operations network, giving them the tools and resources needed to help members invest, save, and plan ahead.
An avid runner, Lindsay loves Spokane’s four seasons — and having trails right outside her front door. She received her SHRM (Society for Human Resource Mgmt.) certificate from Whitworth University.
Lindsay holds FINRA securities registrations 7 and 66.
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.