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, Delaware and Virginia. 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, Minnesota, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia.




**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.



 
 
 
*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. 

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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