Clark Matthiessen joined RCU Investment Services in 2001 as a Financial Advisor and is a CERTIFIED FINANCIAL PLANNERTM professional. He is a nine-time winner of the Pacesetter Award from CUSO Financial Services, L.P. (CFS) which recognizes top producing CFS registered representatives.
His investment philosophy includes a strong emphasis on education, based on the belief that “an educated investor makes a better investor.”
Mr. Matthiessen said he loves his work in helping clients to develop investment strategies that meet their individual goals.
FINRA Licenses: Series 7, 63, 65, 24 – Life Insurance Licenses: AZ #886866, CA #0C63928, CO #332263, ID #284684, MT #736801, NV #172905
State Securities Licenses: AK, AZ, AR, CA, CO, FL, GA, ID, IL, MN, MS, MO, MT, NV, NC, OH, OR, PA, UT, VA, WA
Pacesetter Award Winner: Bronze – 2003, 2004, 2005, 2007, Silver – 2009, 2011, Gold – 2010, 2012, 2013
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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.