Josh Lusby, CFP®
Wealth Advisor, CUSO Financial Services, L.P. (CFS)*
Josh grew up in Tillamook, Oregon, and graduated from the University of Oregon with a Bachelor of Science in Business Administration. He has been with SELCO since 2007, working in multiple areas of the credit union.
He is an insatiable learner, with a passion for economics, markets, and history. In addition to playing basketball and golf, he is an avid fitness enthusiast and firm believer that the lessons acquired and honed in the gym—diligence, dedication, goal-setting, accountability, and overcoming fear of failure—instill the confidence and mentality to be successful in all facets of life.
Josh Lusby is a Financial Advisor registered with CUSO Financial Services, L.P.
* Nondeposit 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. Nondeposit investment 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. SELCO Community Credit Union has contracted with CFS to make nondeposit 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.
** For specific tax advice, please consult a qualified tax professional. Josh Lusby is securities-licensed in the following states: OR, WA, CA, AK, AZ, CO, HI, IL, NM, and TX.
*** 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.
