Wauna Investment Services

LPL Financial Advisor

photo of Cody RoosWe 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.  

Cody Roos
1540 SE Discovery Ln in Warrenton
Office: 503-338-1842
Mobile: 503-791-4784

Go to lplguidedwealth.com/advisor/wauna to grow your future with our expertise and the convenience of online investment management.

*Securities are registered through LPL Financial. Member FINRA & SIPC. Insurance products offered through LPL Financial or its licensed affiliates.  Wauna Federal Credit Union and Wauna Investment Services are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Wauna Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Wauna Federal Credit Union and are not endorsed, recommended, or guaranteed by Wauna Credit Union are any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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