Wauna Investment Services
LPL Financial Advisors
We encourage you to meet with LPL Financial Advisor Cody Roos for a no-cost consultation. Cody will counsel and help you identify and clarify your investment and retirement planning needs and goals, and will work with you to determine what type of investment strategies are most suitable for your personal circumstances. You can be confident that we are committed to serve your needs with integrity, honesty, and impartiality.
1540 SE Discovery Ln in Warrenton
As a financial professional with over three decades of experience and long careers at national banks and brokerage firms, Belinda Petshow is dedicated to helping individuals and families build their financial futures. She started offering investments while at a national bank and found the personal relationships made through those meetings was an inspiration to become a financial advisor.
Not only is she always finding new ways to serve her clients, but she is also passionate about serving her community and making philanthropic contributions.
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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. Wauna Credit Union and Wauna Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wauna Investment Services, and may also be employees of Wauna Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wauna Credit Union or Wauna Investment Services. 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|