John Habing has more than 30 years of experience in the financial services industry. He began his career as a CPA with KPMG Peat Marwick in Albuquerque before moving to the investment/insurance field in 1993. John began working for Nusenda Credit Union in 1996 and recently transitioned to the Senior Wealth Advisor role after being the Investment Services Manager for 20 years.
John is an Investment Advisor Representative (IAR) with CUSO Financial Services, L.P., and holds the following securities and insurance licenses:
- Financial Industry Regulatory Authority (FINRA)Series 24-General Securities Principal
- FINRA Series 7 General Securities Representative
- North American Securities Administrators Association (NASAA)Series 65/66 Investment Advisor Representative
- NASAA Series 63-Agent; licensed in more than 30 states
- State of New Mexico Insurance License
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.