Executive Financial Advisor
Branches: Havana/Mississippi, Grand Junction,
Downtown Denver, Cherry Creek, Stapleton**
Check the background of our investment professionals at FINRA's BrokerCheck.
Michael Mullen is an Executive Financial Advisor with
CUSO Financial Services, L.P. (CFS*) and has served the
financial industry for over 13 years. Prior to making his
home with CFS* at Bellco Credit Union, he was with Transamerica Capital, Inc
as well as with Merrill Lynch specializing in the fields of retirement income
planning, wealth transfer, 401(k)s rollovers, and college savings. He currently
holds his Chartered Retirement Planning Counselor (CRPC)® and Chartered
Retirement Plan Specialist (CRPS)®. Mike has been a resident of Colorado for
the majority of his life living in both Denver and Grand Junction. His primary
goal is to educate clients and together identify their goals, values, and
investment objectives to help them through the many different stages of life
while being dedicated to service needs. He also offers complimentary
educational seminars as well as financial reviews on an ongoing basis.
Mike is a graduate of Mesa State College in Grand Junction, CO, and holds a
BBA with a concentration in Finance. He is licensed to provide investment
advice to Colorado residents, as well as residents of the following states: AL, AZ, CA, CO, FL, GA, HI, ID, IA, KS, MO, MT, NE, NV, NM, OK, SD, TX, VA, WA, WY, and District of Columbia. He is
registered as a General Securities Representative through CFS*.
Mike lives with his wife Gretchen and two children, Delaney and Brendan, in
Westminster, Colorado. His hobbies include fly fishing, camping, and golfing.
If you re thinking of your children s education, 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
Check the background of our investment professionals at BrokerCheck.
*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. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.
**By Appointment Only.