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?
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|Matt Russell CRPC®, a seasoned CFS* investment advisor at Advantis Credit Union, has served in the Financial Sector for over 15 years and has been a licensed financial advisor for the past 11. 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
Insurance licensed in Oregon (#7272041)
Securities licensed in OR, AZ, CA, ID, LA, PA, RI, SC, WA, and WI
Chartered Retirement Planning CounselorSM (CRPC®)
B.S., Business Administration, Southern Oregon University
*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.