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As of 12-10-22

CUSP Financial

LAFCU Investment Services (LIS) Referral Disclosure
Offered by CUSO Financial Services

You are being referred to CUSO Financial Services, LP (“CFS”)1 the brokerage firm and Registered Investment Adviser that provides non-deposit investment products and services through CFS Financial Professionals at Los Angeles Federal Credit Union (LAFCU). CFS and LAFCU have entered into an agreement whereby LAFCU may refer potential investment clients to CFS. Below is some important information for you to understand about this endorsement.

LAFCU is not authorized to provide investment advice on behalf of CFS. For important information related to our fees and services please review the CFS Form


1Non-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. Los Angeles Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Representatives 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 only be made 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 the United States.