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Wayne Bellinger

Executive Financial Advisor
CUSO Financial Services, L.P.

Phone: 303-627-4959

Branches: Centennial, Smoky Hill and Englewood

Wayne has served the insurance and financial services community for over 33 years. He currently holds his Chartered Life Underwriter CLU, Chartered Financial Consultant ChFC and Life Underwriter Training Council Fellow LUTCF designations. Prior to joining CFS* at Bellco Credit Union, he was a Partner with New York Life. Previous to that, he was an Agency Sales Director at MetLife in Colorado. He is licensed to provide insurance and investment advice to Colorado residents. He is registered as a General Securities Representative through CFS*.

Wayne focuses on working with members to identify their goals and objectives, propensity for risk, investment philosophy, and time horizons. He teaches and educates members in the areas of retirement planning, 401(k)** rollovers, college funding, estate planning, insurance protection, and portfolio analysis.

Wayne lives with his wife, Guida, in Roxborough, Colorado. They have four grown sons, Wayne III, Eric, Greg, Mike, and a grand-daughter, Ava. His hobbies are fishing, golf, and travel.

 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.

**Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. 

This communication is strictly intended for individuals residing in the state(s) of AZ, CA and CO. No offers may be made or accepted from any resident outside the specific states referenced.

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