Investment Services at Verity team has decades of experience and is led by a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Whether you're looking for 401(k) rollover services, 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 LPL Financial, we provide a wide selection of investment products and services, including:
Rollover Services
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 an advisor or to set up an appointment, please email us or call (206) 361-5312.
Available products and services
Through LPL Financial, 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 Financial Advisor?
Meet the team
Ken Butler, CFP®
Financial Advisor
Ken Butler
Investment Services at Verity
Financial Advisor, LPL Financial
Director of Investment Services , Verity Credit Union
Phone: (206) 227-6138
Fax: (206) 361-5300
Email: kenbutler.lpl@veritycu.com
Check the background of this investment professional on FINRA’s BrokerCheck.
Get to Know Ken
Ken Butler has more than 30 years of experience helping members invest in their futures, and has been with Verity for more than 20 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.
Contact Ken Butler
Ken is available for appointments via phone, zoom or in person. He covers the Auburn branch.
(206) 361-5311
kenbutler.lpl@veritycu.com
Call (206) 361-5312 to schedule your complimentary consultation today
Gavin Chinn
Financial Advisor
Gavin Chinn
Investment Services at Verity
Phone: (206) 361-5311
Fax: (206) 361-5300
Email: gavinchinn.lpl@veritycu.com
Get to Know Gavin
Gavin Chinn is a Financial Advisor registered through LPL Financial with 31 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.lpl@veritycu.com
Call (206) 361-5312 to schedule your complimentary consultation today
Joanne Wagner, AWMA®, CRPC®
Financial Advisor
Joanne Wagner
Investment Services at Verity
Phone: (206) 361-5383
Fax: (206) 361-5300
Email: joannewagner.lpl@veritycu.com
Get to Know Joanne
Joanne Wagner is a Financial Advisor with over 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 to identify collaboratively those issues regarding money that are most important to you.” As an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor, Joanne works with our members to build a foundation for generational wealth and offers sound advice to plan, save and generate income for a more secure retirement.
Joanne graduated from Western Washington University with a BA in Environmental Policy & Planning and is passionate about helping members align their values with investing using Environmental, Social and Governance (ESG) investments. Before joining Verity Credit Union, she worked as Financial Solutions Advisor for 7 years with Merrill Lynch. On weekends, Joanne and her husband enjoy gardening, hiking, 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, Beacon Hill and West Seattle branches.
(206) 361-5383
joannewagner.lpl@veritycu.com
Call (206) 361-5312 to schedule your complimentary consultation today
Aimee Cervantes
Investment Administrative Assistant, Investment Services at Verity
Phone: (206) 361-5312
Fax: (206) 361-5300
Email: aimeecervantes.lpl@veritycu.com
Get to Know Aimee
I have been in the banking world for 10 years now. Started off as a banker after I graduated High School and decided that the banking world would be a world I wanted to explore as a career. After being a banker for a couple years I decided to pivot in my career and became a Consumer Loan Officer- during that role I realized I had a true passion for helping others reach their financial goals. As a banker I was able to help them establish that relationship with the financial institution, as a consumer loan officer I was able to help them reach their credit goals and now as an investment administrative assistant I can help members/clients reach their life/retirement goals.
When I am not working you can find me hanging out with my family and friends. I love going to the beach, I love going on runs and I love shopping. I have 9 nieces and nephews- they keep me busy between all of their birthdays and events. I have a fur son named Kratos- he loves me and hates everyone else.
Aimee’s Dream Retirement
WORRY FREE! I want to be able to afford a comfortable life- travel and invite my family and friends. I want to enjoy getting old and not worry about my expenses and/or who will have to cover them.
Call (206) 361-5312 to schedule your complimentary consultation today
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Verity Credit Union and Investment Services at Verity are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at Verity, and may also be employees of Verity Credit Union. These products and services are being offered through LPL or its affiates, which are separate entities from, and not affiliates of, Verity Credit Union or Investment Services at Verity. Securities and insurance offered through LPL or its affiliates are: not insured by NCUA or any other government agency, not credit union guaranteed, not credit union deposits or obligations, may lose value.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Bank on new beginnings.
Join Now