CUSO Financial Services, L.P. (CFS)

CUSO Financial Services, L.P. (CFS)

CUSO Financial Services, LP was formed in 1996. CFS is structured as a limited partnership with 75% of the ownership held by credit unions and 25% owned by the general partner, CUSO Financial Services, Inc. This ownership structure provides credit unions with the opportunity to have a say in the type of services that are offered, to assure that they meet the needs of their membership.

The company is owned by the founders and credit unions, and operated by security investment professionals, experienced in the management of brokerage operations.

Currently CUSO Financial Services, LP works with more than 175 credit unions to bring investment products and services to their memberships. CFS has demonstrated strong financial performance since its inception. It has shown significant growth in assets, net earnings and maintains a very healthy capital position.

* 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 ©2017 Oregon State Credit Union

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

Routing number : 323274270