Press Releases

2/15/17 CFS and SPF Name Richard Keltner as Senior Vice President for Advisory Services
Financial industry veteran joins sister broker-dealers to support advisory and digital platform services for banks and credit unions across the country
1/5/17 CFS and SPF Release MyPortfolioView Mobile Application for Investment Clients at Financial Institutions
Investment portfolio management and communication with advisors improved with user-friendly and secure mobile app
12/1/16 CFS and SPF Continue to Prove Client Data Security with SOC 1 Type II Certification
Third party validation of control systems supports safety and security needed by financial institutions
11/2/16 Sister Broker-Dealers CFS and SPF Offer Additional Tools and Resources to Investment Programs to Address Upcoming DOL Fiduciary Rule
Product Mix Transition Calculator among the many tools available to financial institutions and financial advisors to prapre for DOL regulatory change
8/16/16 Sister Companies CUSO Financial Services and Sorrento Pacific Financial Gain SOC Type 1 Certification
Third party validation of control systems supports due diligence needed by financial institutions
7/12/16 CUSO Financial Services Selected as Broker-Dealer by Piedmont Advantage Credit Union for Its Ability to Customize Investment Program to the Needs of the Membership
North Carolina-based credit union expands its investment program offerings to support member value and sustainable growth
6/15/16 University Credit Union Selects CUSO Financial Services for Its Newly Launched Investment Program
Large Los Angeles credit union supports university employees, students and alumni with cutting edge technology and personal financial advisor program
5/24/16 Sister Companies CFS and SPF Launch FireLight E-Application to Simplify Order Entry Transactions
Electronic Application tool continues firms' remote delivery strategy enabling bank and credit union advisors to do business with clients anytime, anywhere
4/20/16 Columbia Credit Union Switches to CUSO Financial Services After an Expansive Review for New Investment Program Broker Dealer
Large Pacific Northwest CU revamps investment program to better serve members
3/31/16 Thought Leaders from CFS to Speak at NACUSO Annual Conference on Topics Impacting Investment Programs Inside Credit Unions
DOL Fiduciary Rule and Value Proposition for Investment Programs Important to Success of Credit Unions
3/14/16 CFS and SPF Appoint Connie L. Gregory as Senior Vice President Business Development
Financial industry veteran joins sister broker-dealers to support investment programs at banks and credit unions across the country
12/2/15 CFS Selected as Broker-Dealer by Arrowhead Credit Union Due to Its Reputation as a Financial Institution-Focused Broker-Dealer
Inland Empire credit union impressed with staff, leadership, and tailored business planning capabilities
8/5/15 CFS and SPF's 17th Annual Conference Focuses on 21st Century Strategies to Meet the Needs of Investment Clients
Firms' "Lead Forward!" theme represents embracing the future as technology and consumer behavior changes
7/7/15 CFS and America First Credit Union Lay Groundwork for Investment Program Growth with New Collaboration
Comprehensive support and integrated technology cited for the switch
6/03/15 North Island Credit Union Returns to Broker Dealer CUSO Financial Services to Grow Investment Program
Personalized support and commitment to financial institution channel cited by management as deciding factors
5/21/15 CFS and SPF Find Success in Providing Piggyback Services to Small Bank and Credit Union Broker-Dealers
Companies' experts to speak on tri-party arrangements between CFS/SPF, clearing firms, and small broker-dealers at 2015 FINRA National Conference
4/29/15 CFS and SPF Expand Remote Delivery Strategy with Award-winning Profiling Tool
Sister companines honored with BISA Technology Innovation Award for leadership in advancing technology tools for financial institutions
3/18/15 CFS and SPF Appoint New National Sales Manager
Broker-dealers hire Mark Hoaglin to provide leadership and support to advisors and program managers at banks and credit unions across the country
1/27/15 CFS and SPF Take Steps to Enhance Technology Capabilities, Appoint Information Technology Expert to Key Role
Broker-dealers hire Bob Millington to improve and expand existing business systems and IT technologies and services
12/11/14 Program Managers Forum Draws Interactive Discussions on Growing Investment Programs
Credit union and bank executives meet challenges facing financial services industry by innovating through leadership and technology
11/11/14 CFS and SPF Announce DreamBuilder Employee Benefit Program
CFS and SPF have announced their new DreamBuilder employee benefit program designed to help employees reach their professional and personal goals
10/29/14 CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC See Repeated Success for Life Insurance Awareness Month Promotion
Broker dealers ask advisors to focus on value of life insurance for families by reinstating annual incentive program
10/01/14 Sister Broker Dealers CFS and SPF Launch Expansive Online Training Center
Online program opens up professional development training to CFS/SPF financial advisors and sales assistants to improve standards in the financial institution investment program industry.
09/24/14 CUSO Financial Services and Sorrento Pacific Financial Announce New Award Winners at 2014 Annual Conference
Sister companies, CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF), recently hosted the four-day 2014 CFS/SPF Annual Conference in San Diego.
09/16/1 4CFS and SPF Continue Award-Winning 2014, Add “Best Places to Work” Award to Recent Successes
Sister broker-dealers recognized for continued success in corporate culture and investment services
07/31/14 South Carolina FCU Chooses CFS to Enhance Technology
Collaborative support and integrated technology cited for the switch
07/23/14 CFS and SPF Launch Client Version of Document Capture Mobile Application
Investment in mobile technology continues tradition of technology leadership
07/10/1 4Hawaii State FCU Switches to CFS to Grow Investment Program
Commitment to credit unions, members and advanced technologies wins over management
04/01/14 CFS Celebrates 2013 Milestones, Announces 2014 Theme Reaffirming Dedication to Customers and Employees
Amid industry turmoil, broker dealer continues to help investment programs reach success
03/07/1 4CFS and SPF Honored by Bank Insurance & Securities Association at its Annual Conference
Executive VP Kevin Mummau inducted into Circle of Excellence while Tech Innovation Award also given to sister broker-dealers
02/19/14 CUSO Financial Services, L.P. Completes Life Insurance Awareness Month Promotion
CFS Announces Winners of Its Insurance Promotion to Support Life Insurance Awareness Month
02/04/14 CUSO Financial Services Expands Customer Growth Program, Hires Top Talent
Investment services companies leverage best practices to achieve greater growth, efficiency and business goals for financial institution customers
11/06/13CUSO Financial Services to Provide Managed Investment Program to SESLOC Federal Credit Union
SESLOC Federal Credit Union will utilize CFS full management services to develop a new program
11/05/13SPF and CFS Launch Mobile Scanning App to Increase Efficiency
Broker dealers invest in mobile apps to continue tradition of commitment to technology leadership
09/25/13CFS Announces 2012 Employee Awards at Annual Conference
Eight employees recognized for spirit, customer service, efficiency, and innovation
09/19/13CFS and SPF Rank as Top 5 Third Party Marketers in List by Bank Investment Consultant Magazine
Annual TPM survey from Kehrer Saltzman & Associates confirms broker dealers' expanding market share and continued growth in clients
08/21/13CFS Adds Mid-Atlantic Federal Credit Union as New Client
Maryland credit union chooses broker dealer to build new investment program
07/24/13Apple Federal Credit Union of Fairfax to Partner with CUSO Financial Services for Investment and Wealth Management Program
Broker dealer's technology helps large credit union maximize growth potential
06/24/13CFS Named One of San Diego's Healthiest Companies
Award ranks broker dealer second healthiest mid-size company for robust wellness program
05/28/13Three CFS Program Managers Place in the Top 20
Inclusion shows great strides made by broker dealer's top credit union programs
05/14/13CFS Enhances Institutional Trading Program
Offers Participation in Sales Commissions to Clients
03/04/13CFS Adds KEMBA CU to Client Roster
Broker Dealer CUSO Financial Services Adds KEMBA Financial Credit Union to Client Roster. Top Quartile Ohio Credit Union Chooses Broker Dealer for Culture, Technology
02/20/13CUSO Financial Services Partners with CD Funding
CUSO Financial Services Partners with CD Funding to Expand Product Offerings
02/12/13CUSO Financial Services Launches New Website
CUSO Financial Services Launches New Website to Support Increased Capabilities Broker Dealer for Credit Union Industry Continues Steady Growth
12/21/12CUSO Financial Services, L.P. Announces Winner
CUSO Financial Services, L.P. Announces Winner of Insurance Promotion Campaign supports Life Insurance Awareness Month
12/04/12New England Federal Credit Union Switches to CUSO Financial Services, L.P.
Vermont's largest credit union chooses broker dealer for culture, technology
09/25/12CFS, LP Moving to Larger Facility to Support Growth and Increase Efficiencies
Broker dealer for credit union industry nearly doubling space
09/12/12Pentagon Federal Credit Union Moves Investment Program to CUSO Financial Services
Military credit union returns to its former broker dealer, implements new tech tools for members