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Financial Advice

LPL Financial Advisor

We encourage you to meet with LPL Financial Advisor Cody Roos for a no cost consultation.  Cody will counsel you to helpphoto of Cody Roos 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.  


Read the Outlook 2017 Gauging Market Milestones report  pdf

Cody Roos

1540 SE Discovery Ln in Warrenton

Office: 503-338-1842 

Mobile: 503-791-4784


Securities are registered through LPL Financial. Member FINRA & SIPC. Insurance products offered through LPL Financial or its licensed affiliates.  Wauna Federal Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.


Not NCUA Insured | No Credit Union Guarantee | May Lose Value


 Rich Parker's Farewell Letter