Mike Mullen, CFP®

Executive Financial Advisor

Branches: Havana/Mississippi, Grand Junction and 9th & Colorado Blvd.

Mike is a Financial Advisor with CUSO Financial Services, L.P. (CFS*) and has served the financial industry for over 20 years. Prior to making his home with CFS*, he was with Transamerica Capital, Inc. as well as with Merrill Lynch, specializing in the fields of retirement income planning, wealth transfer, 401(k)** rollovers, and college savings. He is a CERTIFIED FINANCIAL PLANNER(TM) professional and holds the Chartered Retirement Planning Counselor(SM) (CRPC®) and Chartered Retirement Plan Specialist(SM) (CRPS®) designations. 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 ongoing financial reviews.

Mike is a graduate of Mesa State College in Grand Junction, CO, and holds a BBA with a concentration in Finance. Mike 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, skiing, and golfing.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Phone 303.367.9768