April 9, 2009
SACU announced that Charles Lutz, a registered representative affiliated with broker-dealer and SEC Registered Investment Advisor CUSO Financial Services, LP (CFS) achieved Gold Pacesetter status in 2008. The award honors the top producing registered representatives among CFS' 130-plus credit union programs.
Lutz was credited with generating significant revenue while providing high quality financial and retirement planning services. Serving SACU members since 2004, he is pursuing his Certified Financial Planner (CFP) designation and is a member of the Financial Planning Association. He holds Series 7, 63 and 65 securities licenses and a Group I insurance license, and he is registered in Texas, Mississippi, New Jersey and Virginia.
"We are extremely proud of Mr. Lutz's accomplishment and the outstanding service he has provided to our members over the years," said Jeff Farver, president and CEO. "His knowledge, experience and commitment to member service are examples and an inspiration to all of us who strive for excellence in our profession."
The annual awards are presented by CFS as a way to recognize top registered representatives for their dedication to high standards, commitment to superior service and outstanding performance in delivering investment services to members.
In addition to financial planning and investment services, SACU also offers a full range of products and services, including consumer, home and auto loans, deposit services and online banking services.
Investments available through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Investment Representatives are employees of San Antonio Federal Credit Union (SACU) and registered through CFS. SACU is affiliated with CFS. (Member FINRA/SIPC)