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Invest With CUSO Financial Services At Verity

CUSO Financial Services (CFS)* advisors at Verity offer guidance and personalized advice on how to plan ahead for future milestones

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 headshot

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 is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor registered through CUSO Financial Services, L.P.  with more than 25 years of experience helping members invest for their future. Ken is a resource for members with Thrift Savings Plans (TSP), the investment and retirement options with TSP accounts, 401(k) plans and CSRS along with FERS. Ken serves members in the greater South Seattle region, including Auburn, Bonney Lake, Puyallup, Sumner, Kent, Renton and Tacoma.  

A graduate of the University of Washington with a BA in Business Administration, and Financial Planning certified through Northwestern University, Ken joined Verity Credit Union in December 2004. Prior to that, he was affiliated with Orange County Teachers Credit Union, Key Bank, First Interstate Bank and Merrill Lynch. 

Gavin Chinn headshot

Gavin Chinn

Financial Advisor, CUSO Financial Services*

Phone: (206) 361-5311 
Fax: (206) 361-5300 
Email: GavinChinn.cfsinvest@veritycu.com

Locations: Alderwood, Ballard (by appointment only), Greenwood, Northgate and Wallingford 

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

A Financial Advisor registered through CUSO Financial Services, L.P., Gavin has 25 years of experience as an advisor in the Puget Sound area. 

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. 

Hannah Filley headshot

Hannah Filley

Investment Administrative Assistant, CUSO Financial Services at Verity Credit Union

Phone: (206) 361-5312 
Fax: (206) 361-5300 
Email: HannahFilley.cfsinvest@veritycu.com

Locations: Northgate, Auburn 

A sales assistant through CUSO Financial Services, Hannah has over a year of experience serving CFS clients at Verity. Hannah enjoys connecting with members to learn more about their specific situation and how CFS advisors can help them. Guiding clients through everyday account maintenance, updates, and questions, Hannah takes pride in making life as easy for our clients as she can.

With prior experience in education & development, Hannah values learning more about the financial services industry each day. Hannah graduated from Whitman College in the spring of 2019 with a B.A. in English.

*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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