CUSO Financial Services, L.P.

CUSO Financial Services, L.P. (Member FINRA/SIPC), is a subsidiary of Atria Wealth Solutions. Established in 1997, CFS specializes in placing investment programs inside credit unions, provides customized investment and insurance solutions to more than 200 financial institutions throughout the country, and has $30+ billion in AUA. Headquartered in San Diego, with branch offices nationwide, the broker-dealer is an SEC Registered Investment Adviser, with expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers. For more information, see


CFS’s objective is to improve the lives of credit union members through innovative wealth management solutions; provide industry-leading tools and valuable user experiences for advisors and clients; and develop and enhance technology systems to help credit unions grow their programs. CFS supports the integration and success of the investment program for Oregon State Credit Union.

Contact CUSO Financial Services, L.P. at 1-877-287-6638


Go to main navigation