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

Our team is conducting a Weekly Wednesday Webinar Series on a variety of investment topics that include current market updates.  This is one way to educate yourself without leaving the comfort and safety of your own home. We’ve gathered a diverse group of experienced financial professionals to bring you up-to-date perspectives and timely commentary.

Click on any of the upcoming topics below to register:

In addition, we are providing one-on-one virtual appointments to review your current positions.  Please feel free to email any of us directly or call our offices to coordinate a time.

Weekly Wednesday Webinar Series:

Wednesday, March 25th – Market Update; Putting Markets in Perspective by Brian Koscielak, CFA, PIMCO

Wednesday, April 1st – Market Update; Perspective by Strider Elass, First Trust

Wednesday, April 8th – Market Update; Keeping More of What You Earn - An Introduction to Tax-Free Investing, by Darren Kinney, Franklin Templeton

Wednesday, April 15th – Market Update; Investing in Tax-Free Municipal Bonds by Christine Neimeth, Aquila

Wednesday, April 29th – Market Update; Perspective by Andrew Opdyke, First Trust


Get to know our Investment Team

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

 

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

Maps Hines Street Branch: 1900 Hines St SE, Salem, OR

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

 

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

Maps South Salem Branch: 4615 Commercial St. SE, Salem OR

[email protected]
Phone: 1-800-688-0181, ext. 2756 or (503) 779-1553
Fax: (541) 752-9823

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

2350 NW Century Drive, Suite 220, Corvallis OR

[email protected]
Phone: 1-800-688-0181, ext. 3540 or (541) 752-9031
Fax: (541) 752-9823

 

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

2350 NW Century Drive, Suite 220, Corvallis OR

[email protected]
Phone: 1-800-688-0181, ext. 3540 or (541) 752-9031
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.


*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.