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

Educate yourself from the comfort and safety of your own home with our financial webinar series.

My Investment Portal e-Vision Trading

One-on-one virtual appointments are available to review your current investments and develop a personalized retirement plan.

Webinar Series:

September

PERS and Retirement
Wednesday, Sep 30, 12:00 PM - When is your Retirement Date?
Wednesday, Sep 30, 3:00 PM - PERS and Retirement Planning (Tier 1 & 2)


October

Economic Outlook
Wednesday, Oct 21, 3:00 PM - Economic Outlook (First Trust)
 
Investing
Wednesday, Oct 21, 12:00 PM - Investing With Social Responsibility
Wednesday, Oct 28, 12:00 PM - CD Alternatives - More Options Than You Think
Thursday, Oct 29, 12:00 PM - Fundamentals of Investing
 
Medicare and Healthcare
Wednesday, Oct 14, 12:00 PM - ABC + D of Medicare
Thursday, Oct 15, 12:00 PM - Long Term Care Solutions
Wednesday, Oct 28, 3:00 PM - ABC + D of Medicare
 
PERS, Social Security & Retirement
Thursday, Oct 1, 12:00 PM - Social Security: Seven Keys to Enhancing Benefits
Wednesday, Oct 7, 12:00 PM - Plan and Build Your Secure Financial House
Wednesday, Oct 7, 3:00 PM - When is your Retirement Date?
Thursday, Oct 8, 12:00 PM - Wealth Transfer - Take charge of your legacy
Wednesday, Oct 14, 3:00 PM - PERS and Retirement Planning (Tier 1 & 2)
Thursday, Oct 22, 12:00 PM - PERS and Retirement Planning (OPSRP)
 


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.


*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.