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Celebrating 25 Years

25 years supporting credit union investment programs. It’s been personal from the start.

As the only broker-dealer with an exclusive focus on credit unions, we’re thrilled to highlight select milestones from 25 years of doing what we do best: supporting you and your members.

1997-1998
Where it all began

CUSO Financial Services receives FINRA approval and opens its doors for business. And, yes, it’s 1997! Sweater vest, check. Shoulder pads, check, check. Soon after officially becoming a BD, we celebrate our first program to sign on.

2003-2004
Celebrating $5+ million in GDC

By the mid-2000s, we’ve signed on over 40 programs and celebrate $5+ million in GDC.

2005-2006
Industry recognition by NACUSO

As our team expands, we only get stronger. From our people-first culture to industry recognition by NACUSO, and even our marketing — check out our vintage swag!

2007-2009
10 years and 100+ programs strong

What a difference a decade makes. More than 100-programs strong and Valorie being honored by Ernst & Young as Entrepreneur of the Year.

2010-2011
CUSO Financial surpasses $100 million in revenue

As we head into the 2010s, we use our experience working exclusively with credit unions to continue delivering customized solutions for credit unions and surpass $100 million in GDC with over 150 credit union programs.

2012-2013
Named One of The Best Places to Work

Now one of the fastest-growing companies and named among the best places to work in San Diego, we move offices to our present-day campus on Meanley Drive to support growth and increase efficiencies.

2014
Kevin joins Circle of Excellence

Chief Relationship Officer Kevin Mummau is inducted into BISA Circle of Excellence. 

2014
More Recognition for Our Technology Innovation

We win our 1st BISA award for our innovation in technology. This first win goes to our app that helps financial professionals scan documents securely and remotely.

2015-2016
BISA Technology Award for BuildMyProfile

We’re just getting started. A new “buttoned up” lobby shot of the team, now serving over 180 programs, BISA Technology Innovation Awards for our BuildMyProfile tool and SendMyDocs phone app and Valorie gracing her first magazine cover!

2017
CUSO Financial joins Atria Wealth Solutions

A banner year, with CUSO Financial Services becoming part of Atria Wealth Solutions to provide credit union partners deeper resources and new technology platforms. Joining the Atria family gives way to our fourth consecutive BISA Technology Innovation Award and being nominated at the Top Tech Exec Awards. And, of course, commemorating 20 years in business.

2018
Our Innovation Continues

We earn our 5th consecutive technology innovation award from BISA for fundVision, our innovative, consolidated trading and reporting platform for mutual funds.

2018-2019
Clear1 launches with business texting

We launch Clear1, our intuitive client portal, along with business texting to offer even more ways for you to stay in touch with your members.  Over the next three years, Clear1 logins nearly triple to over 11 million and the number of texts sent exceeds one million with an average of 20,000 texts per month.

2020-2021
Valorie and Amy Named to BISA Circle of Excellence

2020, a year for the books in many ways as we achieve $30+ billion in AUA. But we’re not just proud of our numbers. Our co-founders Valorie Seyfert and Amy Beattie join Kevin Mummau in BISA’s Circle of Excellence.

2022
Our 9th Consecutive Technology Innovation Win

BISA recognizes us for the ninth time in a row for our innovation in technology — this time for BusinessOptimizer™ in Unio™, the digital ‘coach’ that helps programs reach their business goals and develop more meaningful member connections.

2022
Celebrating Success with Sun, Sand and Surf

We travel to the Ritz-Carlton Aruba to celebrate the success of our financial professionals and program managers who achieved Gold Pacesetter status.

2022
We’re 25! And better than ever.

Our steady, managed growth throughout our history is evidence that we are delivering a clear path to the future of wealth management for financial institutions. 

Our steady, managed growth throughout our history is evidence that we are delivering a clear path to the future of wealth management for financial institutions. As we continue to lead the way in offering specialized support for credit unions, we couldn’t be more excited about providing you with informed, strategic guidance and pick-up-the-phone personal service, just like we always have. To learn more about our extraordinarily flexible options please fill in your details, and we’ll respond to you quickly and personally. Thank you for sharing in our celebration. On to the next twenty-five!

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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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