CUSO Financial Services, L.P. · San Diego, CA United States
| 10455 Sorrento Valley Rd., Ste. 210 | Phone: 858-530-4400 |
| San Diego, CA | Fax: 858-530-1929 |
| 92121 | |
| United States | 
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CUSO Financial Services, L.P. Rankings
More Companies in These Related Industries: Consulting ServicesCompany Description
For credit unions looking to expand their investment offerings, CUSO can do so. CUSO Financial Services (CFS) provides credit unions with online securities trading, retirement planning, wealth management, insurance, and other investment services from more than 300 providers that the credit unions can in turn offer to their members. Founded in 1996 by Valorie Seyfert and Amy Beattie (company president and COO, respectively), CFS serves about 100 credit unions throughout the US; more than 40 of them are limited partners that hold ownership stakes in the company.
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Financials
| Company Type | PrivateSingle Location |
|---|---|
| Fiscal Year-End | December |
| Employees | 95 |
Executives
21 executives listed for CUSO Financial Services, L.P.'s San Diego, CA location.
| President and CEO | Valorie Seyfert | |
|---|---|---|
| COO | Amelia Beattie |