Elevations Credit Union CFS* wealth management program awarded Gold Pacesetter
Boulder, CO (August 22, 2024) |
The CUSO Financial Services, LP (“CFS*”) team at 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 Patrick’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.
Elevations Credit Union
Elevations Credit Union
Elevations Credit Union empowers its members and the communities it serves along Colorado’s Front Range with financial solutions and education. In addition to offering a broad portfolio of consumer and business banking services, Elevations is the No. 1 credit union residential mortgage lender by purchase volume in Colorado. Founded in 1952 as the U. of C. Federal Credit Union in Boulder, the organization has grown from 12 members and less than $100 in assets to over 178,000 members, more than 580 local employees and over $3.5 billion in assets. Elevations became a two-time recipient of the Malcolm Baldrige National Quality Award in 2020 and first received the award in 2014. The credit union also earns local awards along Colorado’s Front Range for Best Bank, Best Mortgage Lender and Best Customer Service. Elevations is also the first two-time winner of the Denver Business Journal’s Diversity, Equity and Inclusion Awards. Learn more at www.elevationscu.com.
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* 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.
Contact
Kathleen Martin
kathleen.martin@elevationscu.com
913.378.7595
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