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Brian W
Series 63, Series 65
Upper Marlboro, MD
LPL Financial
Brian Waak is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including 18 years at Cuso Financial Services and ongoing service at NASA Federal Credit Union. Waak also offers investment products and services through NASA Federal Investment Services, a trade name used in connection with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services with access to model portfolios, third-party subadvisors, and advanced technologies.
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