Wayne
Bellinger

Cuso Financial Services, L.P

CRD#4118097
Investment Advisor
in Englewood, CO

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About this Advisor

Wayne Bellinger is a chartered financial consultant working out of Englewood, Colorado, with a total of 10 years of financial industry experience. Bellinger is an advisor for Cuso Financial Services, L.P. The advisor has gained experience at Bellco Credit Union and Cuso Financial Services, Lp. Bellinger has a Series 63 license, designating them as a securities agent, and is able to advise clients in Colorado. Cuso Financial Services, L.P is a registered investment company that has its headquarters in Englewood, Colorado. It has offices in 929 locations and a total of 656 people on staff. It has $4 billion in assets between its 24,999 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to seven charitable organizations. Of its 24,999 client accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets. Cuso Financial Services, L.P offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically vary depending on the type of financial services offered. However, fee types billed by Cuso Financial Services, L.P most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3610-A River Point Parkway
Englewood, CO 80110

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

CO Average: $7,578,581,321
Total Number of Employees

656

CO Average: 43
Total Number of Accounts

24,999

CO Average: 3,727
Average Account Size

$175,389

CO Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Wayne Bellinger Work History

Wayne has 10 years of experience.

2012 - Present (10 years)

Bellco Credit Union

2012 - Present (10 years)

Cuso Financial Services, Lp

Disclosures

Wayne Bellinger has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Matthew Knell
San Diego, CA
Aimee Morrison
Newark, OH
Ricky Hoskins
San Diego, CA
Nicholas Schaaf
New Port Richey, FL
Kevin Witmer
Syracuse, NY
Ronald Barnette
Hood River, OR
Wayne Bellinger
Englewood, CO
Bruce Joseph
Clyde, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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