*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.
**Petaluma People’s Choice awards are a community voting poll established by the Petaluma Argus Courier that is determined by the most votes received and not indicative of a program, nor should it be construed as a recommendation. Inclusion on the list should not be construed as an endorsement by the Petaluma Argus Courier. Wealth Advisors and/or their firms do not pay a fee to be considered or placed on the final list. In addition, the award is not indicative of the wealth manager’s future performance. Working with an award winning wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. Ratings based on votes collected between February and April 2022 and Ratings given in May 2022.
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.
FINRA Licenses: Series 6, 7, 63, 66 – Life Insurance License: CA #0H30758
SEC Marketing Disclosure.