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Mike Mullen

Executive Financial Advisor
CUSO Financial Services, L.P.

Phone: 303-367-9768

Branches: Havana/Mississippi, Grand Junction and Cherry Creek

Mike is a Financial Advisor with CUSO Financial Services, L.P. (CFS*) and has served the financial industry for over 18 years. Prior to making his home with CFS* he was with Transamerica Capital, Inc as well as with Merrill Lynch, specializing in the fields of retirement income planning, wealth transfer, 401(k)** rollovers, and college savings. He currently holds his Chartered Retirement Planning Counselor(SM) (CRPC®) and Chartered Retirement Plan Specialist(SM) (CRPS®). Mike has been a resident of Colorado for the majority of his life living in both Denver and Grand Junction. His primary goal is to educate clients and together identify their goals, values, and investment objectives to help them through the many different stages of life while being dedicated to service needs. He also offers complimentary educational seminars as well as financial reviews on an ongoing basis.

Mike is a graduate of Mesa State College in Grand Junction, CO, and holds a BBA with a concentration in Finance. Mike is registered as a General Securities Representative through CFS*.

Mike lives with his wife, Gretchen and two children, Delaney and Brendan, in Westminster, Colorado. His hobbies include fly fishing, camping, and golfing.

If you’re thinking of your children’s education, saving for retirement, helping to increase your income, protecting your family’s financial well-being through insurance or just looking for a second opinion, please stop by and visit with Mike today.

 *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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