Wayne
Bellinger

Cuso Financial Services, L.P

CRD#5728698
Investment Advisor
in Castle Rock, CO

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About this Advisor

Wayne Bellinger is a financial advisor based out of Castle Rock, Colorado, who has been in the advisory business for 12 years. Bellinger is on the advisory team at Cuso Financial Services, L.P. Throughout their career, they have worked at New York Life Insurance, Nylife Securities LLC, Bellco Credit Union and Cuso Financial Services, Lp. Bellinger maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in Colorado. Cuso Financial Services, L.P is a registered investment company that has its headquarters in Castle Rock, Colorado. It has offices in 929 locations and a total of 656 financial advisors. It administers $4 billion in total assets between its 24,999 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to seven charities and foundations. Of its 24,999 client accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management vary depending on the services provided. Fees billed by Cuso Financial Services, L.P most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

4989 Factory Shops Blvd Unit 210
Castle Rock, CO 80108

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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 12 years of experience.

2014 - Present (8 years)

Cuso Financial Services, Lp

2014 - 2021 (7 years)

Bellco Credit Union

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

James Pender
Rockville, MD
Susan Mauri
San Diego, CA
James Yocom
San Diego, CA
David Jones
San Diego, CA
Logan Lepe
San Diego, CA
Jesse Lugenbeel
San Diego, CA
Rick Berta
San Diego, CA
Carla Hooker
San Diego, CA

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 page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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