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Registered Representatives

John T. Nicolaus
VP Investment Services
Financial Advisor
CUSO Financial Services, L.P.

2002 Inland Drive
North Bend, OR 97459
(541) 756-5415 Ext. 8225

John Nicolaus

John Nicolaus started his career as an investor in 1992 in Southern Oregon. A few years later moved to the Oregon coast where he began to build a successful consulting practice at First Community. John specializes in PERs retirement planning, advising clients how to build and protect wealth, establish retirement cash flow, and understand wealth transfer to help ensure they retire with confidence. John has guided countless families through difficult economic times with much success.

John is an active volunteer in the community and enjoys boating, fishing and spending time with his wife and two boys.

John is a licensed Financial Advisor. His credentials include the series 7, 63, & 65 licenses registered through CUSO Financial Services, L.P.* and maintains life and health insurance licenses in the state of Oregon. John is licensed to conduct securities business in the states of: Arizona, California, Florida, Iowa, Maryland, Montana, Oregon, Texas, Washington and Wyoming.

Gary Chapman
Registered Representative
CUSO Financial Services, L.P.

1551 Harbeck Road
Grants Pass, OR 97527
(541) 471-8620

Gary Chapman

Gary Chapman studied Economics at Southern Oregon University and began his career in retirement planning in 1999. Gary enjoys helping people and works with his clients to set goals and develop a comprehensive financial strategy. He specializes in difficult retirement account transfers and helps his clients build and protect their assets. Gary advises families on creating and maintaining a financial strategy.

Gary is active in the communities he serves. He enjoys spending time with his wife and children, golfing and skiing.

Gary is a Registered Representative. His credentials include series 6, 7, & 63 securities licenses, registered through CUSO Financial Services, L.P.* He also has life and health insurance licenses in the state of Oregon.

*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.