Luke Lannister CFS* Financial Advisor
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Columbia Branch
Annapolis Branch

A graduate of the Perdue School of Business at Salisbury University and the Robert E. Smith School of Business at the University of Maryland, Luke is a Financial Advisor through CUSO Financial Services, L.P. (CFS), NASA Federal Credit Union’s broker dealer. He maintains active Series 7, 63 and 65 licenses, and specializes in retirement planning. Luke's office is located in the Columbia branch and he is available for appointments at the Annapolis branch by request.

Luke has worked exclusively in the retirement plan and investment industry for the duration of his career. Beginning in investment analytics as a plan specialist and architect, and now working primarily on investment advisory services.

Luke is licensed to conduct securities business in Alabama, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin and Wyoming. He is also licensed in life and long-term (health) insurance in Maryland, Pennsylvania, Virginia and District of Columbia.

*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.