Investment & Retirement Planning

Investment Services

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: 503-785-2574

George Zimmerman George Zimmerman, CFS*, Financial Advisor at Advantis Credit Union, has been working in financial services since 2009. He knows Advantis and our members; prior to joining the Investment Services Department, he was a Member Relationship Officer. George works with our members to help them develop a strategy for meeting their financial goals, and to seek intelligent investment solutions to their financial challenges. He enjoys being a part of the credit union while providing independent financial solutions to our members in a no pressure, relaxed atmosphere.

FINRA Series 6, 7 63 and 65 Licenses
B.A., Finance with a focus in Investments, Drake University
Securities licensed in OR

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.