Meet the CFS* Financial Advisors at Oregon State Credit Union
Our CUSO Financial Services, L.P. (“CFS”)* Financial Advisors can help you create a strategy, review performance and adjust as needed.
Schedule an appointment
To schedule a complimentary appointment, click on "make an appointment." Then fill out and submit the secure contact form. Next, we will contact you to schedule an appointment with one of the qualified advisors at your convenience. The appointment will be held at your preferred Oregon State Credit Union branch.
Check the background of these investment professionals on FINRA's BrokerCheck.
John Kerekanich
John is dedicated to helping members understand investment strategies to reach their financial goals. He offers financial workshops covering various topics including investment basics, saving for college and planning for retirement.
Call John if you need a financial partner to help you with your investment strategy, estate planning and asset transfer, life and long-term care insurance and more.
John is securities licensed in Arizona, California, Colorado, Idaho, Kansas, Nevada, New Mexico, North Carolina, Oregon and Washington.
John Kerekanich, AAMS®
Financial Advisor, CUSO Financial Services, L.P.
541-714-4234 ext. 4234
jkerekanich@oregonstatecu.com
Chris Knackstedt
Chris offers financial education to members to help them meet their goals and can assist with portfolio and retirement planning.
He is a CFS* Financial Advisor, with a prior background in insurance. Chris says he wanted to be a Financial Advisor to create impact for members and improve their lives through financial planning. Chris received his BS in Economics at Oregon State University.
When not working, Chris enjoys sports, cooking and playing chess.
He holds the series 7, 66, insurance, and LTC licenses.
Tristan Peterman
Tristan has over 15 years of experience in the insurance and financial services industry. Prior to this role, he was a Private Client Advisor and Vice President of Investment Services with J.P. Morgan Chase. Tristan joined CUSO Financial and Oregon State Credit Union in March, 2024.
As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Tristan dedicates himself to understanding and appreciating each client's unique financial situation. His approach blends in critical elements of financial education, planning, and behavioral finance; helping his clients to achieve their best financial future.
Tristan works with clients at all stages of life and has a strong belief in the value of a thoughtfully crafted financial plan. He has a deep understanding of individual and employer sponsored retirement plans, including PERS, and how they can best be integrated into a tax-efficient retirement distribution solution.
When he's not serving his clients, he likes to stay active and enjoys spending time with his friends and family. He has a passion for wood turning, training at the gym, and exploring the Pacific Northwest in his Jeep Gladiator.
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Registered Representatives 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.