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
John Gee has been a financial advisor since 2014. As a financial advisor John assists members in many ways; such as wealth accumulation for retirement, how to effectively use your wealth as income, wealth transfer through estate planning, and insurance protection.
Nothing is more important to John than learning who you are, who is most important to you, and what is most crucial to your way of life. He’ll help you carefully build the personalized strategies and specific steps needed to achieve your goals. John will partner with you throughout your life to monitor and review your plan to ensure you are on track.
As a 40-year resident of the Pacific Northwest, John understands the PNW lifestyle and what’s important to the people and families that live there. John is an active volunteer in his community, including serving on the boards of local, non-profit organizations. He is dedicated to improving the lives of members in the Pacific Northwest.
View the background of John Gee 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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