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Face-to-Face Financial Advice

Talk to a CUSO Financial Services, L.P.  (CFS)* Investment Advisor about your goals for investing, retirement, or wealth management, and they will work with you to help you create a strategy to suit your needs.

If you've already met with a CFS* Financial Advisor, you may review the portfolio you've designed together.

Wayne Bellinger

Executive Financial Advisor
Branches: Centennial, Smoky Hill

Thomas Brunz 

Executive Financial Advisor
CUSO Financial Services, L.P.
Branches: 120th/Huron and Thornton

Dan Cass

Executive Financial Advisor
Branches: DTC South, Littleton

Billy Cassidy

Executive Financial Advisor
Branches: Lakewood and Sloan's Lake

Stephanie Gudka
, CFP®
Executive Financial Advisor
Branches: Westminster and
98th & Washington

Tonya Harper

Executive Financial Advisor
Branches: Aurora City Place, Southwest, McCaslin 

Michael Kitch, CFP®

Executive Financial Advisor
Branches: Lone Tree, Longmont, Parker

Mike Mullen

Executive Financial Advisor
Branches: Havana/Mississippi, Grand Junction, Cherry Creek

Wayne Bellinger, III
Financial Advisor
Branches: Castle Rock

Rachel Corpuz
Financial Advisor
Branches: Downtown, Stapleton^

Alexandra Swanson

Financial Advisor
Branch: Arvada, Westminster and 98th & Washington

Justin Parks
Financial Advisor
Branches: Havana/Mississippi, Grand Junction, Cherry Creek, 225 & Colfax
Matthew Stiebler
Financial Advisor
Branches: Arvada, Westminster and 98th & Washington

Nancy Ellis 

Insurance Agent

^ This branch is available by location only.
Click here for branch locations.

98th and Washington Branch
9710 Washington Street
Thornton, CO 80229

120th and Huron Branch
12101 N Huron Street
Westminster, CO 80234

225 & Colfax
13700 E Colfax, Suite O
Aurora, CO 80011

Arvada Ridge Branch

5091 Kipling Street, Suite 110
Wheat Ridge, CO 80033

Aurora City Place Branch
14302 E Cedar Ave, Unit D
Aurora, CO 80012

Castle Rock Branch
4898 Factory Shops Blvd, Unit 210
Castle Rock, CO 80108

Centennial Branch
15321 E Orchard Road
Centennial, CO 80015

Cherry Creek Branch
244 Milwaukee Street
Denver, CO 80206

Downtown Branch
951 16th Street, Suite 101
Denver, CO 80202

DTC South Branch
7275 S Havana Street
Englewood, CO 80112

Englewood Branch
3610-A, River Point Parkway
Sheridan, CO 80110

Grand Junction Branch
2478 Highway 6 & 50, Unit A
Grand Junction, CO 81505

Havana Branch
1075 S Havana St.
Aurora, CO 80012

Lakewood Branch
570 S Wadsworth Blvd
Lakewood, CO 80226

Littleton Branch
8001 Southpark Way
Littleton, CO 80120

Lone Tree Branch
9220 Park Meadows Drive
Lone Tree, CO 80124

Longmont Branch
1250 S. Hover St #200
Longmont, CO 80501

McCaslin Branch
994 W Dillon Road, Suite 300
Louisville, CO 80027

Parker Branch
18448 E Lincoln Ave
Parker, CO 80134

Sloan's Lake Branch
1931 Sheridan Blvd, Unit G-1
Edgewater, CO 80214

Smoky Hill Branch
24350 East Smoky Hill Road
Aurora, CO 80016

Southwest Branch
10058 W Progress Ave
Littleton, CO 80127

Stapleton Branch^
3890 N. Quebec Street, Unit C
Denver, CO 80207

Thornton Branch
12820 Holly St.
Thornton, CO 80602

Westminster Branch
8851 Harlan St.
Westminster, CO 80030

^Branch is appointment only.
All other locations are registered

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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 customers.

**Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.

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. 

This communication is strictly intended for individuals residing in the state(s) of AZ, CA and CO. No offers may be made or accepted from any resident outside the specific states referenced.

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