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

Matt Russell Matt Russell CRPC®, a seasoned CFS* investment advisor at Advantis Credit Union, has served as a financial advisor for over 12 years.  He brings a wide breadth of financial planning experience and education, which has helped his clients reach for their goals with confidence.  Most importantly, he cares deeply about helping his clients, which means you can expect exceptional service from Matt, and a responsive partner to help you progress toward your financial goals.

FINRA Series 7, 66 and 24 Licenses
Oregon Life & Health Insurance
Chartered Retirement Planning CounselorSM (CRPC®)
B.S., Business Administration, Southern Oregon University

Schedule a consultation

Matt’s client service philosophy:
“I focus on my clients’ holistic financial life. I help you look at the complete picture – where you are and where you want to go – and then develop a plan to help you reach your goals throughout the many stages of your life.”
          Proud Oregonian and dad.
Matt is a native Oregonian and proud husband and father of a five year old. When he’s not chasing his son around the house, he enjoys working on his golf game, cooking, and playing “tour guide” for visiting friends and family.

*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.