Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cordell? Claim Your ProfileCordell Wistisen is a financial professional with over 25 years of experience in the industry. Currently, Cordell is an advisor at Cuso Financial Services, LP, where Cordell has been since June 2012. Cordell is registered in several states to provide investment advice. Cordell has worked with several firms including CUNA Brokerage Services, Inc., Sunset Financial Services, Inc., and Wyoming Financial Securities, Inc. Cordell offers various financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
07/17/2017 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
WY
08/18/1997 - 06/05/2012
CUNA BROKERAGE SERVICES, INC. (CASPER WY)
MO
09/23/1996 - 08/08/1997
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
WY
10/23/1995 - 09/06/1996
WYOMING FINANCIAL SECURITIES, INC. (CHEYENNE WY)
BOTH
Issued 02/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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