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Nancy Ellis

Insurance Agent

Phone:303-728-3415
Email: nancy.ellis@cusonet.com

Nancy is an Insurance Agent with over 25 years of experience in the financial services industry. Prior to joining CFS* and assisting Bellco members, Nancy worked with an insurance firm who partnered with financial advisors and their clients to provide life, disability, and long-term care insurance to complement their client’s financial plans. She is looking forward to assisting Bellco members with their insurance needs.

Nancy is a graduate of the University of Nebraska where she earned her BA in Political Science. Nancy currently holds her Colorado Life, Accident & Health Insurance licenses.

 Colorado license number: 316457 

Nancy is an insurance agent only and not securities licensed.

 *Insurance products and services are offered through CUSO Financial Services, LLP. (“CFS”).  Insurance products offered through CFS are not bank deposits, are not federally insured or insured by any state or federal government agency, are not guaranteed by Bellco Credit Union, may involve investment risk, including loss of principal, and may be purchased from a producer of your choice without affecting your relationship with Bellco.

 

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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("Bellco"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through Bellco: 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 Bellco. Bellco 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. 

 


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