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Matthew Vermillion, CRPC®

Financial Consultant

CUSO Financial Services, L.P.


Check the background of this investment professional on FINRA BrokerCheck

Matthew Vermillion is a Financial Consultant and Chartered Retirement Planning Counselor (CRPC®) registered through our broker/dealer CUSO Financial Services, L.P. (CFS).
Matthew Vermillion works remotely, providing virtual financial plans and advice without geographical constraints. Matthew uses the latest technology to provide video conferencing and electronic document completion. Your relationship with Matthew is handled from the comfort of your own home.
Matthew holds his series 7 and 66 FINRA licenses.

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

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.