The CFS team at Verity has decades of experience and is led by a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Whether you're looking to roll over a 401(k), start from scratch or adjust your current portfolio, we're here to help. To schedule an appointment, please email us or call (206) 361-5312.
Check the background of your investment professional on FINRA’s BrokerCheck.
Become a client today
Whether you're a seasoned investor or just getting started, managing your investments is a lot easier with an advisor by your side. Through our contract with CUSO Financial Services, L.P. (CFS)*, we provide a wide selection of investment products and services, including:
Rollovers from 401(k) and Thrift Savings Plans (TSP)**
Preserve the tax advantages of your employer retirement plans and roll over your funds into an IRA.
Transfers between IRA and investment accounts
Consolidate your accounts and upgrade to client service that puts your future first.
Retirement strategies
Start and fund a retirement account that actually fits the lifestyle you have in mind by working with an advisor to help create a detailed retirement road map.
To talk to a CFS* advisor or to set up an appointment, please email us or call (206) 361-5312.
Available products and services
Through CUSO Financial Services (CFS)*, we provide a wide selection of investment products and services, including:
Available products
- Stocks
- Bonds—U.S. Government, Municipal, Corporate
- Mutual funds
- Annuities
- and much more
Available services
- Retirement planning
- 401(k) & TSP rollover options**
- Portfolio reviews
- Asset allocation
- Life and estate-related financial planning
- Educational savings
- Overall financial planning
Ready to set up your complimentary consultation with a CFS* Financial Advisor?
Meet the team
Ken Butler, CFP®
Financial Advisor, CUSO Financial Services*
Director of Investment Services , Verity Credit Union
Phone: (206) 227-6138
Fax: (206) 361-5300
Email: KenButler.cfsinvest@veritycu.com
Locations: Auburn, Beacon Hill and West Seattle (by appointment only)
Check the background of this investment professional on FINRA’s BrokerCheck.
Ken Butler has more than 28 years of experience helping members invest in their futures, and has been with Verity for more than 18 years. “I love helping people create, grow and protect wealth,” says Ken. “I spend most of my interview with a client listening to their needs and concerns. I think it’s really important to understand where they are coming from. Everybody thinks about their money differently.”
Ken is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a graduate of the University of Washington with a BA in business administration. Prior to working at Verity, he was affiliated with Orange County Teachers Credit Union, Key Bank, First Interstate Bank and Merrill Lynch. In addition to helping members create wealth, Ken focuses on helping protect and preserve assets in a tax efficient manner. Ken grew up in south Seattle and attended Renton High School. He enjoys taking advantage of all that the Pacific Northwest has to offer—golfing, fishing, tennis, skiing, camping and hiking.
Gavin Chinn
Financial Advisor
Gavin Chinn
CUSO Financial Services*
Phone: (206) 361-5311
Fax: (206) 361-5300
Email: GavinChinn.cfsinvest@veritycu.com
Get to Know Gavin
Gavin Chinn is a Financial Advisor registered through CUSO Financial Services, L.P., with 28 years of experience as an advisor in the Puget Sound area.
“I believe every client is unique and deserving of a personalized financial plan that will help them reach their individual financial goals,” says Gavin. “Before I make any recommendations, I like to get to know my clients. By asking the right questions and developing an honest relationship I can really get a sense of what’s going to work best for them.”
Gavin graduated from the University of Washington with a BA in Business Administration and started his financial career with US Bank in the investment department. Prior to joining Verity in 2006, he spent eight years with Piper Jaffray.
When Gavin's not working, he enjoys spending time with friends and family, watching Husky football and taking weekend trips around the Northwest.
Gavin’s Dream Retirement
“Absolutely worry free – financially, emotionally, in every aspect of my life. My finances would be in order so I wouldn’t have to worry about paying for expenses, travel, luxuries...and gifts for the kids, the grandkids and the great- grandkids. My kids would be financially sound, so I wouldn’t have to worry about them. This would give me the freedom to travel and play and do whatever it is I want to do.”
Contact Gavin Chinn
Gavin is available for appointments via phone, zoom or in person. He covers the Alderwood and Wallingford branches.
(206) 361-5311
GavinChinn.cfsinvest@veritycu.com
Call (206) 361-5312 to schedule your complimentary consultation today
*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) (“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 CUSO Financial. Verity Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a broker-dealer or Registered Investment Advisor and does not provide advice. CUSO Financial is a subsidiary of Atria.
Joanne Wagner
Financial Advisor
Joanne Wagner
CUSO Financial Services*
Phone: (206) 361-5383
Fax: (206) 361-5300
Email: JoanneWagner.cfsinvest@veritycu.com
Get to Know Joanne
Joanne Wagner is a Financial Advisor with 15 years of experience helping clients manage their investments. “My process is to listen and discover what really matters most in our initial meeting: values, goals, relationships, interests; and how they intersect with one’s finances. This process helps us identify collaboratively the most important issues that matter to you.”
As an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor, Joanne can help our members build a foundation for generational wealth and also plan, save and generate income for a more secure retirement.
Joanne graduated from Western Washington University with a bachelors degree in Environmental Policy & Planning and is passionate about helping members align their values with investments using impact investing in conjunction with Environmental, Social and Governance (ESG) screening. Before joining Verity Credit Union, she worked as Financial Solutions Advisor for 7 years with Merrill Lynch. On the weekends, Joanne and her husband enjoy gardening, hiking, white water rafting, traveling, and getting out in nature in the Pacific Northwest.
Joanne ’s Dream Retirement
“For many of us, it’s easier to identify our needs and wants in retirement and harder to envision our wishes; a meaningful vision of how you might spend your time once you retire. I’d like to continue helping families plan for the future and look forward to more adventure travel, learning new skills - and volunteering for non-profits in the Puget Sound region that help people and our planet.”
Contact Joanne Wagner
Joanne is available for appointments via phone, zoom, or in person. She covers the Northgate, Greenwood, and Ballard branches.
(206) 361-5383
JoanneWagner.cfsinvest@veritycu.com
Call (206) 361-5312 to schedule your complimentary consultation today
*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) (“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 CUSO Financial. Verity Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a broker-dealer or Registered Investment Advisor and does not provide advice. CUSO Financial is a subsidiary of Atria.
Elijah Fowler
Investment Administrative Assistant, CUSO Financial Services* at Verity Credit Union
Phone: (206) 361-5312
Fax: (206) 361-5300
Email: elijahfowler.cfsinvest@veritycu.com
Locations: Northgate, Auburn
A previous Member Consultant for Verity, Elijah has 6 months of experience helping Verity members with their everyday banking needs. Elijah is looking forward to building relationships with members to learn more about their specific situation and how CFS industry experts can help them. With his new appointment as an investment administrative assistant, Elijah aims to provide quality service to clients through everyday account maintenance, updates, and answering any questions they may have.
Elijah graduated from the University of Nebraska Omaha in the fall of 2018 with a B.A. in Finance, Banking, and Investments. Prior working experiences include customer support at a financial broker dealer firm, residency internship at a local church in Omaha, and assistant to the director of a Christian run foster care organization in Lincoln, NE.
When he’s not working, Elijah enjoys playing baseball/softball, playing music, reading, and hiking/enjoying nature with his wife.
*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) (“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 CUSO Financial. Verity Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a broker-dealer or Registered Investment Advisor and does not provide advice. CUSO Financial is a subsidiary of Atria.
**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA and investor should consider various factors including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Before you elect to open an IRA account and engage your investment representative, please review all account statements and disclosure documents related to the IRA and services to be provided under a new relationship and consult with a qualified tax advisor as needed. If transferring an existing retirement plan into an IRA, you should be aware that (i) Those assets will no longer be subject to the protections of ERISA (if applicable) (ii) depending on the investments and services selected for the IRA, you may pay more or less in transaction costs than when the assets are in the Plan, (iii) if you are between the age of 55 and 59 ½, you would lose the ability to potentially take penalty-free withdrawals from the plan, (iv) if you continue working past age 70 ½ and transferred your plan assets to a new employer’s plan, you would not be subject to required minimum distribution and (v) withdrawing assets directly would be subject to federal and applicable state and local taxes and possibly be subject to the IRS penalty of 10% if under age 59 ½.
Registered Representatives 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.
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