Wayne
Bellinger

Cuso Financial Services, L.P

CRD#5728698
Investment Advisor
in Englewood, CO

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About this Advisor

Wayne Bellinger is an advisor who is based in Englewood, Colorado. Currently an investment advisor with Cuso Financial Services, L.P, Bellinger has 10 years of practice in the financial advisory industry. Bellinger maintains Series 63 and Series 66 licenses, designating them as a securities representative. Bellinger is able to advise investors based out of Colorado. During their career, the advisor has held roles at New York Life Insurance, Nylife Securities LLC, Bellco Credit Union and Cuso Financial Services, Lp. Cuso Financial Services, L.P is located in Englewood, Colorado, and operates out of 927 other locations in the nation. Overall, Cuso Financial Services, L.P manages $3 billion in assets throughout 18,783 accounts and retains more than 726 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 1,770 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Cuso Financial Services, L.P can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7275 S. Havana
Englewood, CO 80112

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$3,330,268,306

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

726

CO Average: 43
Total Number of Accounts

18,783

CO Average: 3,727
Average Account Size

$177,302

CO Average: $2,033,427

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Investment Advisory Services

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

Wayne Bellinger Work History

Wayne has 10 years of experience.

2014 - Present (8 years)

Bellco Credit Union

2014 - Present (8 years)

Cuso Financial Services, Lp

2010 - 2014 (4 years)

New York Life Insurance

2010 - 2014 (4 years)

Nylife Securities LLC

Disclosures

Wayne Bellinger has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Susan Mauri
San Diego, CA
Andrew Borders
Thorndale, PA
Nathaniel Stevens
Dayton, OH
Rahil Machiwalla
Fremont, CA
Brad Decker
Harrisburg, PA
John Potter
Boise, ID
Zachary Glover
San Diego, CA
Teresa Folkins
San Diego, CA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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