Financial Advisor, CUSO Financial Services, L.P.* (Member FINRA / SIPC) at Numerica Credit Union
Wade is a CFS financial advisor with eight years of industry experience. He currently holds FINRA Series 7, 63, and 65 securities registrations. He brings knowledge and perspective to the Spokane/Coeur d'Alene team, with a focus in portfolio analysis and income planning. He strongly believes in doing whatever is right for the member and always being available as a resource. Wade earned his bachelor's in business management from Montana State University and is a graduate of Leadership Spokane. He enjoys golf, anything outdoors, and spending time with his family. Wade is securities licensed in WA, ID, MT, CO, and AZ.
* 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.
**The following branches are available by appointment only: Coeur d'Alene, Hayden, Post Falls, East Wenatchee, Richland, Pasco, Downtown Spokane, Lyons, South Hill, Sprague, Sullivan, Five Mile, Airway Heights, Regal, U-City and Wandermere.