wealth advisor, cuso financial services, l.p.*
treyl.cfsinvest@stcu.org
(509) 755.7971
STCU's North Spokane Branch
207 E. Hastings Road
Spokane, WA 99218
Trey Lusk has been helping people with their investment goals since 2008.
He and his wife have two young sons, and together they enjoy all outdoor activities-especially boating and hiking. Born and raised in Texas, Trey is an avid fan of football and wrestling, and holds a bachelor's degree from West Texas A&M near Amarillo.
Trey is available by appointment at STCU's Brewster, Chewelah, Colville, Coulee City, Coulee Dam, Creston, Indian Trail, Kettle Falls, North Spokane, Omak, Othello, Republic and Ritzville branch locations or by virtual appointment.
Trey holds FINRA securities registrations 7 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 advisors on FINRA's BrokerCheck®.