Grow Financial Federal Credit Union

Financial
Advisors

Brian Rumbles, CRPC®

Brian Rumbles, CRPC®

Financial Advisor

CUSO Financial Services, L.P.
7301 Dr. Martin Luther King, Jr. St. N.
St. Petersburg, FL 33702
Office: 800.839.6328, ext. 4405
Mobile: 813.505.1157
Fax: 813.832.2293
Email: brian.rumbles@growfinancial.org
Serving Stores: Clearwater, Gulf to Bay, Largo, Pinellas Park, South Tampa and St. Petersburg
Serving States: Alabama, Florida, Georgia, Hawaii, Illinois, Indiana, North Carolina, Pennsylvania and West Virginia

Brian is a graduate of the University of South Florida in Tampa, FL, and has earned the prestigious designation of Chartered Retirement Planning CounselorSM awarded by the College of Financial Planning. In addition, his professional certifications include both a Series 7 and Series 66 license, and he is also licensed with the State of Florida Department of Insurance.

Before even deciding to become a financial planner, Brian made what he considers the best decision of his life—joining the United States Navy right out of high school to serve as a hospital corpsman. He deployed with Army and Marine Corps units during Operation Enduring freedom and received numerous honors, including the Navy and Marine Corps Achievement Medal, the Army Commendation Medal, the Afghanistan Campaign Medal and the Good Conduct Ribbon. After eight years of service, five on active duty and three in the reserves, Brian enrolled in USF and holds degrees in nursing and public health.

As you might expect of a native Floridian, Brian enjoys spending much of his free time outdoors, and lists camping, fishing, mountain climbing and scuba as some of his favorite activities. In the comfort of his home, he can be found watching movies with his family and two dogs.

Let Brian help build a personal plan to meet your needs, whether you’re planning for retirement, saving for college, protecting your wealth or transitioning through a major life event.

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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. For specific tax advice, please consult a qualified tax professional.

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.