Shawn Hayes

Financial Advisor

CUSO Financial Services, L.P. * (CFS)

Nichole Kennedy

Financial Advisor

CUSO Financial Services, L.P. * (CFS)

De Ann Johnson

Financial Advisor

CUSO Financial Services, L.P. * (CFS)

Chris Andrews

Financial Advisor

CUSO Financial Services, L.P. * (CFS)

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*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. Denali Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

For specific tax advice, please consult a tax professional.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.


Managed accounts

Managed accounts can give you more control and flexibility of your portfolio. Schedule a no obligation consultation with a CFS Financial Advisor to learn how.

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Individual Retirement Account (IRA)

Take advantage of the additional retirement savings benefits and open an IRA. Schedule a no obligation consultation with our CFS Financial Advisors today.

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Pensions

Do you have questions about what options and features are available to you under your employer’s pension plan? Talk to one our CFS Financial Advisors today.

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