Maps Investment Services

Available through CUSO Financial Services, L.P.*

In-person or virtual appointments are available to review your current investments and develop a personalized retirement plan.

• Retirement Planning  • Investment Options
• Estate Planning • 401(k)/403(b) Rollover Options
• PERS • College Savings
• Long Term Care Planning • Alternatives to CDs
 

503-588-0181 ext. 3540 or email [email protected]

My Investment Portal e-Vision Trading

Investment Resources:

 

Get to know our CFS* Investment Team 

Check the background of CUSO Financial Services, L.P.(CFS) on FINRA's BrokerCheck.

 

Wayne-web-photo-(1).png  Request an Appointment

Wayne Muller, ChFC®
Financial Advisor
CUSO Financial Services, L.P.

[email protected]
Phone: (503) 588-0181 ext. 3552
Fax: (503) 779-1567

 

Greg-Elker-web.png  Request an Appointment

Greg Elker
Financial Advisor
CUSO Financial Services, L.P.

[email protected]
Phone: (503) 779-1553 or 541-752-9031
Fax: (541) 752-9823

Koontz_Barbara_web.png  Request an Appointment

Barbara A. Koontz
Financial Advisor
CUSO Financial Services, L.P.

[email protected]
Phone: (541) 752-9031 or 503-779-1555
Fax: (541) 752-9823

 

Kyle-King-web.png  Request an Appointment

Kyle King, CRPC®, APMA®
Financial Advisor
CUSO Financial Services, L.P.

SMVClear300.png

[email protected]‚Äč
Phone: 503-779-1554
Fax: (503) 779-1567


 

Online Access to Your Investment Portfolio

Member Portfolio View allows members using Maps Investments to view their investment accounts online through CUSO Financial Services, L.P. View your investment accounts.

Self-Directed Online Trading

If you are an investor who wants to make your own investment decisions, CUSO Financial Services, L.P.* is your quality choice for online investing, with commissions as low as $14.95**. Visit eVISION® Self-Directed Online Trading to learn more.


*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.

**eVISION ® is a registered trademark of CFS. Extreme market volatility and trade volume may affect system access and execution. Complete pricing schedule is available online.

Registered Representatives 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.