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Dan Cass

Executive Financial Advisor
CUSO Financial Services, L.P.

Phone: 303-768-0436
Email: cfs-dcass@bellco.org

Branches: DTC South and Littleton 

Dan has over 25 years of experience serving the financial planning community.  He focuses on building lasting relationships with individuals, families, and his community so they are stronger personally, professionally, and financially.  As an experienced financial advisor, Dan works with clients to identify their goals and objectives, time horizons, investment philosophies and propensity for risk.  He specializes in employment and retirement transition planning, 401k rollovers, estate planning, college funding, insurance protection, and portfolio analysis with a focus on risk management.

Dan received his Bachelors of Business Administration (BBA) in Finance, Investments and Banking from the University of Wisconsin – Madison

Dan is registered as a General Securities Representative through CFS*.
 
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 *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. 

 


Check the background of this financial professional on FINRA's BrokerCheck.