Investment & Retirement Planning

Investment Services Team

Advantis Investment Services*

(Available through CUSO Financial Services, L.P.) Whether you’re just starting out or a seasoned investor, we have the expertise to help you invest, manage and distribute your wealth for a lifetime.

How can we help you?

Schedule a consultation

  CALL: 503-785-2561

Patrick Huey Patrick Huey, CFP®, (Financial Advisor, registered through CFS*) is Advantis Credit Union's Director of Investment Services. Patrick is a seasoned retirement planning and investment advisor who brings a global perspective to our local credit union.

He has worked for some of the country's largest investment firms, managing over $130 million in assets in his most recent position. Prior to his career as a financial advisor, he served our country for several years as a flight officer and public affairs officer in the US Navy.

Learn more about Patrick’s credentials:
Certified Financial Planning Practitioner
FIVE STAR Wealth Manager

Qualifications:
Certificate in Financial Planning, Boston University
FINRA Series 7, 63, and 66 Licenses
B.A., University of Pittsburgh
M.B.A., Arizona State University
Securities licensed in OR, WA, CA, AZ, ID, MT, SD

Schedule a consultation

*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.