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Wealth Management

Wealth Management available through CFS*

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Verity provides Wealth Management services through our partner CUSO Financial Services (CFS)*. The Wealth Management team 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.

You can check the background of CFS on FINRA's BrokerCheck website.

New Clients

Learn more about what Wealth Management, 
through CFS*, can do for you.

Existing Clients

See all information for existing clients

Meet the Team

  • Ken Butler, CFP, CFS* financial advisor and Director of Retirement and Wealth Management
  • Gavin Chinn, CFS* financial advisor
  • Bre Lowry, CFS* financial advisor

Read team bios

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*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. Verity Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.