Maps Investment Services
Available through CUSO Financial Services, L.P.*

Get Rewarded for Rolling Over Your Retirement Accounts with Maps Investment Services!*

  • Recieve a $100 Amazon gift card when you consolidate your 401(k) or IRA account of $25,000 or more by 12/31/2020.

  • Call 503-588-0181 ext. 3540 or email [email protected]  for a in-person or virtual appointment.

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

My Investment Portal e-Vision Trading

Webinar Series:

December

Economic Outlook
Wednesday, Dec 2, 12:00 PM - Economic Outlook (First Trust)
 
Investing
Thursday, Dec 3, 12:00 PM - CD Alternatives - More Options Than You Think
 
Medicare and Healthcare
Wednesday, Dec 9, 12:00 PM - ABC + D of Medicare
 
PERS, Social Security & Retirement
Wednesday, Dec 2, 3:00 PM - PERS and Retirement Planni
 


Get to know our 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.

[email protected]‚Äč
Phone: (541) 752-9031 or 503-779-1554
Fax: (541) 752-9823


 

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.


*Rollover must be an IRA, 401(k), 403(b), 457, or TSP of a minimum of $25,000.00 or more. Offer valid for individuals who open a new retirement account through CUSO Financial Services, L.P.(“CFS”) by 12/31/2020. Void where prohibited. Maps Credit Union membership is required to take advantage of this special offer. Participants will receive a $100 gift card to be mailed to members 60 days after account funding. Taxes are the sole responsibility of the recipients. Limit one gift card reward per member. Limited time offer. While supplies last. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an Investor should consider various factors including, but not limited to: Investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.

*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.