CUSO Financial Services

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CUSO Financial Services Reviews

13 Reviews
13 Reviews
Rating Trends

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Valorie Seyfert
11 Ratings

    Excellent opportunity for carrier growth for the right person

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Licensed Sales Assistant
    Current Employee - Licensed Sales Assistant

    I have been working at CUSO Financial Services full-time (more than an year)


    A lot of the experience depends on the Rep you work under. Personally, I work under a Rep who has been a true mentor to me. He has kept all his promises and is VERY generous with his time, advice, and influence and bonus structure. I can honestly say it is the best situation I have ever been in. The program I work though (Gateway Services Group at Bellco) provides wonderful opportunities for carrier growth and continuing education. Though it might now be a good fi t for everyone, I am very happy and hope to have a long carrier with CUSO.


    The most successful people here are self-starters and self-motivated. If you require a lot of hand holding and monitoring this may not be the place for you. Just like with any job, a lot depends on the person you work directly under.

    Advice to ManagementAdvice

    I feel Gateway Services Group and CUSO does a great job of listening to their employees and delivering on promises. They provide a great opportunity for furthering your career though ongoing education and training.

    Positive Outlook
    Approves of CEO

CUSO Financial Services Interviews

Updated Aug 5, 2014
Updated Aug 5, 2014

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Associate Investment Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 3+ monthsinterviewed at CUSO Financial Services.

    Interview Details

    They will interview you over the phone if they like your resume you sent them. From here, you will interview with the local advisor in the area you are applying. After this they may have another interview for you if the advisor likes you. THEY WILL TELL YOU A BUNCH OF LIES. Overpromising career opportunity and not delivering.

    Another thing to keep in mind is that you will be at the complete mercy of one person (the financial advisor) if you are hired. Most of the financial advisors in the metro denver area are sociopaths that do not care about you at all, in fact, most of them live on firing people over and over again.

    I was burned by trusting the claims and career potential made in the interview process. My family and I now deeply regret ever trusting this company. Do not work here if you care about your career.

    Negotiation Details
    non negotiable
    Accepted Offer
    Negative Experience
    Easy Interview

CUSO Financial Services Awards & Accolades

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Best Places to Work (Medium Employer Category), San Diego Business Journal, 2014
San Diego's Healthiest Companies (Medium Employer Category), San Diego Business Journal, 2014
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Additional Info

Headquarters San Diego, CA
Size 150 to 499 Employees
Founded 1997
Type Company - Private
Industry Finance
Revenue Unknown / Non-Applicable per year
Competitors LPL Financial

Full-service, broker dealer CUSO Financial Services, L.P. (CFS), (Member FINRA/SIPC) provides customized investment and insurance solutions to credit unions throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, the broker dealer is an SEC Registered Investment Adviser, with expertise in key areas including retirement... More

Mission: Our Mission: We grow successful investment programs and practices

Our Values:
Integrity - Do what is fair, honest and trustworthy
Service - Go the Extra Mile...

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CUSO Financial Services

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