The Alaska USA Financial Planning & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
Brad Davis has been working in the financial services industry since 2004 and has served in a Financial Advisor role since 2009.
As a financial advisor, Brad helps members map out their financial journey, such as planning for a sustainable retirement, protecting assets with insurance strategies, and helping to preserve wealth. Brad works with a team of financial professionals to provide personalized, holistic, needs-based financial planning, and helps clients navigate a diverse array of financial products and services.
In his free time, Brad enjoys participating in local community and sports events including golf, tennis, water sports, and hiking.
View the background of Brad Davis on BrokerCheck from the Financial Industry Regulatory Authority (FINRA).
*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3878557.1-1021-1123 Exp. 11/20/2023
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