Sam Niesslein, Financial Advisor

Samuel F. Niesslein, Jr., Financial Advisor, CUSO Financial Services, L.P.
Contact Samuel
800-732-0173 ext. 4176

Check the background of this firm on FINRA’s BrokerCheck.

Sam joined Oregon State Credit Union in 2015 to help our growing membership with their investment goals. He holds the Accredited Wealth Management Advisor (AWMA®) designation and has worked in the local investment services industry for more than a decade. Primarily working with our Albany and Lebanon branches and available for appointments at Philomath, Newport and Lincoln City, Sam provides the analytical strength to match solutions to fit your financial situation and goals.

Using education as the foundation to his approach, Sam makes sure his clients understand their current financial situation and how new strategies could help them prepare for the future. He is focused on helping individuals, families and businesses reach their financial goals.

Sam can help members with…

  • Tax Advantaged Investments
  • Tax Deferred Investment Strategies
  • Life Insurance and Long Term Care
  • Estate Planning and Asset Transfer
  • Retirement Planning — accumulation and distribution
  • IRAs
  • Risk Management
  • Understanding PERS
  • Investment Strategies and Diversification
  • Risk and Portfolio Analysis
  • Managed investment portfolios

Sam is securities licensed in Arizona, California, Hawaii, Idaho, Illinois, Oregon, Washington and West Virginia.

| 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.

Oregon State Credit Union ©2018 Oregon State Credit Union

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

Routing number : 323274270