Brian Waak, CFP® CFS* Financial Advisor
Check the background of this investment professional on FINRA's BrokerCheck.

Locations:
Collington Branch
Bowie Branch

Received a B.S. degree in Business from the University of Maryland.  He is a Financial Advisor through CUSO Financial Services, L.P. (CFS), NASA Federal Credit Union’s broker dealer, and maintains active Series 7, 63, and 65 licenses. He has worked at NASA Federal Credit Union as a Financial Advisor since 2007.

Brian is committed to helping members develop personalized financial plans that will help to enable them to retire at their desired time and income level to live comfortably. He focuses on turning savings into retirement income that will last for a lifetime and individual strategies that balance various risks with reaching their goals. He also helps members with complex issues from when is the best time to take Social Security, to tax and investment planning, asset allocation, to figuring out the best way to save for college. He works out of the Collington Branch Investment Center and he is also available at other locations by appointment. 

He is a CERTIFIED FINANCIAL PLANNER™ professional and licensed in life and long term care (health) insurance in Maryland. He is also licensed to conduct securities business in Arizona, Arkansas, California, Colorado, Delaware, the District of Columbia, Florida, Idaho, Illinois, Indiana, Louisiana, Maryland, Michigan, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia.



 
 
 
*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. NASA Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.


CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.