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OCCU’s IRA specialists are available to help guide you through the process and explain your options. Let us help you optimize your retirement strategy and see if contributing to an IRA today can get you more tomorrow.

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13Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. OCCU Investment Services, Oregon Community Credit Union, PFG Advisors, LLC, and United Planners Financial Services. are separately owned entities and are not affiliated companies. United Planners Financial Services and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.

CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).

CLICK HERE FOR A COPY OF UNITED PLANNERS FINANCIAL SERVICES’S RELATIONSHIP SUMMARY (FORM CRS).  

Free and simple tools are available for research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. 

Not NCUA Insured • No Credit Union Guarantee • May Lose Value  

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly
registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.


Registered Branch Office: 2890 Willamette Street, Eugene, OR 97405
Phone: 541-681-6947

Advisors are registered to conduct securities business in:

  • Christian Beck - AK, AZ, CA, CO, MA, MO, MT, OR, WA
  • Julian Gottshall - CO, FL, MN, OR
  • John Griffith - AZ, CA, NV, NJ, OR, TX, WA
  • Michael Tomscha - OR, TX, WA

This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than AK, AZ, CA, CO, HI, ID, IL, IO, MI, MN, NC, OK, OR, SD, TN, TX, UT, WA, WY, DC.


A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.