investment services assistant manager, cuso financial services, l.p.*
travisc.cfsinvest@stcu.org
(509) 755.3654
STCU's Hutton Building
9 S. Washington St.
Spokane, WA 99201
As Travis works with members to create investment plans, he focuses on two jobs first: listening and learning.
He wants to know your story: your past, your present — and how you envision your future. Then he's prepared to help you move forward with STCU Investment Services based on your unique circumstances.
A Spokane native and graduate of Eastern Washington University as well as the U.S. Air Force's Airman Leadership School, Travis' own story is (mostly) action-oriented. Outside of work, he's busy riding and racing motorcycles, searching out new hiking trails, and making progress on home-improvement projects. Except on certain Sundays, which are for football.
Travis 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.