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Wayne Bellinger, III

Financial Advisor
CUSO Financial Services, L.P.

Phone: 303.688.9886
Email: cfs-wrbellinger@bellco.org

Branches: Castle Rock

Wayne spent ten years in the fracturing and wireline services side of the oilfield before entering the financial services industry. As a second generation financial professional, he witnessed first-hand how his father helped those around him make sound financial decisions. After seeing his colleagues and friends struggle financially, especially after the events of 2008, he was similarly inspired to dedicate his career to providing those around him with education and guidance.

As a CFS* financial advisor, Wayne helps families with their personal, business and estate planning needs.

Wayne’s process allows him to get to know the individual goals of each client, analyze their current situation, and help find tax-efficient solutions for long-term financial security.

Wayne provides a casual, low-pressure environment for his clients to ask questions and feel confident in their decisions. He values education and open, honest communication and will work with you every step of the way to help determine which solutions make sense for you and your family. Together, he’ll make sure that as life happens, your financial plan keeps up.

Wayne is licensed to do business in the following states: CA, CO, MO, NV, SC, UT, WA.


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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.

 


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