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Thomas Brunz

Executive Financial Advisor
CUSO Financial Services, L.P.

Phone:303-255-8866
Email:cfs-tbrunz@bellco.org

Branches: 120th/Huron and Thornton

Thomas is a Financial Advisor with CUSO Financial Services, L.P.(CFS*) and has served the financial needs of people since 2006. Thomas has spent most of his financial advising career helping members of credit unions define their financial needs and to set up a plan to help them achieve their goals.

Thomas specializes in helping members establish and achieve their financial goals pertaining to retirement income planning including Social Security options, 401(k) rollovers, wealth transfer, and wealth protection strategies.

Thomas is a graduate of Mesa State College in Grand Junction, CO, and holds a BBA.

Thomas is a 3rd generation Colorado native. He lives with his wife and 2 young daughters. In their free time the Brunz Family can be found hiking, camping, or simply enjoying the beautiful scenery that Colorado has to offer.

If you are thinking of saving for retirement, helping to increase your income, protecting your family’s financial well-being through insurance, or just looking for a second opinion; please stop by and visit with Thomas today.

 

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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. 

 


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