CUSO Financial Services reposted this
Helping financial professionals succeed is just our nature. #earthday #financialadvice #wealthmanagement
CUSO Financial Services
Financial Services
San Diego, CA 3,895 followers
Nationwide broker-dealer specializing in financial institutions, helping you build a powerful investment program.
About us
Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. CFS is headquartered in San Diego with branch offices nationwide, and works with hundreds of credit unions across the country. CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions. For more information, call 858-530-4400 or visit www.cusonet.com. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA (www.finra.org) / SIPC (www.sipc.org)) and SEC Registered Investment Advisor. Products offered through CFS: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Unions have contracted with CFS to make non-deposit investment products and services available to credit union members.
- Website
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http://www.cusonet.com
External link for CUSO Financial Services
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- San Diego, CA
- Type
- Privately Held
- Founded
- 1997
- Specialties
- Investment programs for credit unions, Flexible and efficient financial planning, Retirement services, Investment and Insurance solutions, Sophisticated back office technology systems, and Non-proprietary product offerings
Locations
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Primary
Get directions
10150 Meanley Drive, 1st Floor
San Diego, CA 92131, US
Employees at CUSO Financial Services
Updates
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Special thanks to this talented team whose efforts made the Gold Pacesetters Conference possible! Their contributions behind the scenes were invaluable, and we couldn't have pulled it off without them. Brandon Pane, Clara Peterson, Brian Boring, "Crash" Gordon P., Shawn Brown, Sherwin Williams, CJ Bones and our photographer, Chris Banks. #teamwork
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This morning, the 2024 Gold Pacesetters Conference was packed with engaging panels, and a glimpse into our future with LPL Financial. Attendees had an afternoon of relaxation and fun with beachside games, music and a classic BBQ cookout. Thanks to all of today's panelists and presenters: Christopher Cassidy, Andrew Cadruvi, Travis Grimm, Kirby Horan-Adams, CFA, Marc Zabicki, CFA, Dr. Naomi W., Jeng Chiu, JD, CFP®, John Harris, Len Ludovico, John Picone, Kathy Bostjancic, Stephen Dover, Marta Norton, CFA , Stephania Vielma, Brian Bichler and Kevin Mummau Allianz, AssetMark, First Trust, Brighthouse Financial, Franklin Templeton, Jackson,Lincoln Financial Group, Lord, Abbett & Co. LLC, Morningstar, Nationwide, Orion, PIMCO, Sammons Retirement Solutions, Security Benefit, SEI, Simplicity Group, Delaware Life Insurance Company, A Group 1001 Company and United Life Insurance Company #Recognition #wealthmanagement #Networking #Collaboration
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CUSO Financial Services reposted this
Business sessions at our 2024 Gold Pacesetters Conference kicked off with a fireside chat with Douglas J. Ketterer, Eugene Elias, Jr., Rich Steinmeier and Kirby Horan-Adams, CFA discussing what lies ahead as we plan for our firms to come together later this year and begin to deliver the most powerful value proposition for financial institutions in the industry. #wealthmanagement
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A great welcome celebration with our Gold Pacesetters in St. Thomas. Friends, fun and festivities! #bestofthebest #creditunions
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Celebrating Our Hall of Fame. The best of the best in the financial institutions channel together for the Gold Pacesetters Conference. Congratulations on your success! #wealthmanagement #financialadvice
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CUSO Financial Services reposted this
📍Here in sunny San Diego, sixteen Financial Professionals from Navy Federal Credit Union / Navy Federal Financial Group gathered to learn from the Wealth Management Industry's best: Paul Haines, Deanne Laurvick, Susan Mauri Hoyt, Juan Carlos Mendez, Christopher J.J. Urso, LUTCF, CFF, and Kyle Buffo, CFP®. 🌟 We couldn't be prouder of the 15-year partnership between Atria Wealth Solutions / CUSO Financial Services and Navy Federal. 🙏 Many thanks to the Financial Professionals who attended, and their commitment to excellence.
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CUSO Financial Services reposted this
"Believe you can and you're halfway there." Theodore Roosevelt. Join us in honoring the leaders who have shaped our nation. #presidentsday #atriawealth
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Exciting news for our Financial Institutions Channel at Atria Wealth Solutions: We are joining forces with LPL Financial! This strategic move enhances our commitment to providing the financial institutions who are our clients — #creditunions and community #banks alike — an unparalleled platform for growth and service excellence for financial institution wealth management programs.
We are thrilled to announce a landmark moment for our firm: Atria has reached a definitive agreement to be acquired by LPL Financial. This partnership marks another significant milestone for us, bringing together two firms with aligned cultures, a shared passion for empowering financial advisors and a commitment to deepening and enriching advisor-client relationships. As we begin this exciting new chapter, we look forward to the opportunities and growth that lie ahead for the financial advisors and financial institutions who are our clients.