Patrick Crowell, Financial Advisor

Patrick Crowell, Financial Advisor, CUSO Financial Services, L.P.*
Contact Patrick
800-732-0173 ext. 4287

Check the background of this investment professional on FINRA’s BrokerCheck.

Patrick joined Oregon State Credit Union in 2017 to help our members with financial and investment planning. He has lived in Oregon for 35 years and has been a financial advisor since 2012.

Service and Strategy

Patrick understands the importance of listening to his members to find solutions to help meet their specific financial goals. He will work with members to build strategies for their investments and provide ongoing service as their needs change.

Patrick can help members with…

  • Retirement planning strategies
  • Tax advantage investments
  • Tax deferred investment strategies
  • Estate planning and asset transfer
  • Investment strategies and diversification
  • IRAs
  • Managed investment portfolios
  • Risk management
  • Understanding PERS
  • Life insurance and long term care

Patrick will be covering the Salem**, Keizer**, Dallas, Monmouth and Woodburn branches.

Patrick is a graduate of Dartmouth College in New Hampshire.

He is licensed in the states of Oregon, Washington, Arizona, Colorado, and North Carolina.

| Call 800-732-0173 | Make an appointment |

* 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.

** This is a registered location. All other branches are available by appointment only.

Oregon State Credit Union ©2018 Oregon State Credit Union

  • PO Box 306
  • Corvallis, OR 97339
  • Phone: 800-732-0173

Routing number : 323274270