The Matanuska Valley Financial Services 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.
Robert has served in the financial services industry for over 15 years and is Financial Industry Regulatory Authority (FINRA) securities registered. He is licensed in life, health and variable services.
Robert is a life-long Alaskan and an avid hunter, fisherman and outdoor enthusiast. He has a strong passion for exploring all that Alaska has to offer. He stays busy in the winter months playing hockey and traveling. In the summer, he enjoys softball and being outdoors. He and his wife have deep roots in Alaska and are proud to call this place home.
Robert also has a passion to help people better their financial futures by creating a long term strategy in line with each unique situation. He is ready to sit with you, hear your hopes and dreams and together build a plan that will carry you through your future.
Contact Robert today
501 N Main Street Ste. 140
Wasilla, AK 99654
CA Ins. License #: 0M45020
View the background of Robert Morgan 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.