Elevations Credit Union CFS* wealth management program awarded Gold Pacesetter

Posted by Alyse Knudsen on September 3, 2024

The CUSO Financial Services, LP (“CFS*”) team at Colo.-based Elevations Credit Union was awarded the Gold Pacesetter award,** as they ranked within the top 15 of all programs across the company.    

“Advising members on how to make wise choices with their hard-earned dollars is a privilege for our team,” said John Marx, CFS program manager at Elevations. “We hope these rankings continue to inspire confidence for our members.” 

Patrick Seal won the individual Gold Pacesetter, ranking him in the top 10% of about 450 financial advisors in the country. This is Seal’s 11th time qualifying for this honor. 

Jorin Bale, Scott Herrmann, Chris Thorpe, and DeWayne Scott all qualified for Silver Pacesetter, placing them in the top 20% of all advisors. 

* 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. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. 

**Pacesetter awards recognize the top revenue producing advisors among hundreds of credit union and bank programs. These recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

Posted in Colorado, Regional Member News.