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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 and help photo 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 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.