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Procuring a more
secure financial future.

For more than two decades — and counting.

We deliver support and services focused on the needs of financial institutions. We integrate the investment program as part of your core offerings and provide multiple technology tools that increase loyalty among your customer base. See our milestones timeline below.

2020

2020

  • March – CFS received the BISA Technology Innovation Award for Business Texting Capabilities
  • March – CFS/SPF Co-Founders Valorie Seyfert and Amy Beattie were recipients of the respected Bank Insurance & Securities Association (BISA) Circle of Excellence award.
2020

2020

  • Valorie Seyfert and Amy Beattie named to BISA Circle of Excellence
  • Doug Ketterer elected to FSI Board of Directors
  • Receives BISA Technology Award for Business Texting
  • Full launch of Business Texting
2019

2019

  • Receives BISA Technology Award for Clear1
  • Launch of client portal, Clear1
  • Begins test launch of Business Texting
  • Two of our Program Managers recognized in the Top 30 Program Managers by Bank Investment Consultant
2018

2018

  • Our CFO wins CFO of the Year Award in San Diego
  • fundVISION wins BISA Technology Innovation Award
2017

2017

  • CFS/SPF acquired by Atria Wealth Solutions
  • CFS celebrates its 20th anniversary with special events all year
  • MyPortfolioView mobile app wins BISA Technology Innovation Award
  • Our CIO wins Top Tech Exec in San Diego
2016

2016

  • SendMyDocs Mobile App wins BISA Technology Innovation Award
  • Gained SOC I Type I and Type II Certifications
  • Launched FireLight e-Application solution for variable annuities
2015

2015

  • BuildMyProfile online profiling tool wins BISA Technology Innovation Award
  • #3 Healthiest Mid-Size Companies in San Diego
2014

2014

  • EVP Kevin Mummau inducted into BISA Circle of Excellence
  • Mobile Scanning App for advisors wins BISA Technology Innovation Award
  • #4 Top Third Party Marketers by Bank Investment Consultant
  • Launched 24/7 Online & Live Training Center
  • Named to San Diego Best Places to Work list
2013

2013

  • #5 in Top 10 Third Party Marketers by Bank Investment Consultant
  • First runner up in San Diego’s Healthiest Company Awards
  • Implemented customer service concierge desk
2012

2012

  • Expanded to new 4.31 acre campus at 10150 Meanly Drive, San Diego CA 92131
  • Earned a spot on 100 Fastest Growing Private Companies list
2011

2011

  • CFS reached $100 million in revenues and is the broker-dealer of choice for more than 150 credit unions across the United States
  • Introduced remote bank scanning capabilities for deposits into brokerage accounts
  • Advisory assets mark 5th year of 35%+ annual growth
2010

2010

CFS celebrated its tenth straight year of profitability

2009

2009

  • Introduced our Smart Forms technology
  • East coast office opened in Winston-Salem, North Carolina
2008

2008

Launched the Financial Management Center (FMC), a client-facing, online referral tool

2007

2007

Our dataVISION® system certified as an electronic books and record-keeping system by the SEC

2006

2006

Introduced our online registration database and tracking system

2005

2005

  • Released single sign-on technology allowing full integration of client’s portfolio into home banking
  • SPF contracted strategic alliance with the ICBA (Independent Community Bankers of America)
2004

2004

CFS surpassed $50 million in annual revenue and continued to maintain profitability, distributing more than $1 million to our limited partners

2003

2003

  • Advanced Financial Solutions formed and later changed its name to Sorrento Pacific Financial
  • Introduced online “Marketing Exchange” for shared marketing materials /concepts
2002

2002

CFS introduced interactive account form and staring-through trade processing

2001

2001

CFA incorporated a supervisory workflow system, including document scanning, trade review and approvals, into the dataVISION® system

2000

2000

CFS aggregated all accounts into a single platform, presenting an integrated picture of AUM and revenue on a daily basis

1999

1999

CFS introduced a suite of low-cost comprehensive Plan options

1997

1997

  • Operations began in September with first credit union customer
  • CFS received SEC/NASD (now FINRA) approval & officially became a broker-dealer

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Contact Us

 

Headquartered in San Diego, CA, with regional program management offices located in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX.

CUSO Financial 25 Years Logo

Office

10150 Meanley Drive
First Floor
San Diego, CA 92131
Get Directions

Call Us: 800.686.4724
Fax: 1.858.530.4404

Email Us: cfsweb@cusonet.com

Sales Information: cfsweb@cusonet.com

Media Inquiries:
Haven Tower Group
Julian Arenzon
424 317 4861
jarenzon@haventower.com

Technology Inquiries: Unio™ Help Desk
uniohelp@cusonet.com

CFS LinkedIn

SPF LinkedIn

CUSO Financial Services, LP (Member FINRA / SIPC) © 2022

Disclosures | CFS Form CRS | SPF Form CRS | SEC Marketing Rule Referral Disclosure Forms | Privacy Policy | Notice of Collection of Personal Information | CFS/SPF Business Continuity Plan Summary March 31, 2020

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Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.

Atria Wealth Solutions ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial and Sorrento Pacific are subsidiaries of Atria.

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