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Dan Hancock

Financial Advisor

CUSO Financial Services, L.P.

at Blue Federal Credit Union

Email: daniel.hancock@bluefcu.com
Phone: (307)432-5445
Branch Location(s): Cheyenne*
*Appointment Only

Check the background of this investment professional on FINRA BrokerCheck

Daniel Hancock is a registered Financial Advisor through CUSO Financial Services, L.P., at Blue Federal Credit Union’s 7th Avenue branch. Daniel began his career as a financial advisor in 2012 having broad experience in different financial services roles. Prior to joining Blue Federal Credit Union Daniel worked as an investment specialist for a bank trust department in Cheyenne for four years where he served individual trust needs as well as a corporate trustee for complex retirement cases. Daniel is a two-time graduate of the College for Financial Planning having earned the Accredited Asset Management Specialist designation (AAMS®) and the Chartered Retirement Planning Councilor (CRPC®). These industry specific designations provided in-depth training on the topics of investments, insurance, taxation, retirement and estate planning issues while requiring continuing education and adherence to a strict code of ethics. Daniel specializes in comprehensive financial planning, including income planning, and tax managed investing with an emphasis on helping early retirees realize their dreams. Daniel lives in Cheyenne with his wife and young son and when he’s not home with the family takes full advantage of all Wyoming has to offer with the excellent fishing and shooting.

Services

  • Comprehensive Financial Planning, including Life Insurance
  • Retirement, Estate
  • College Savings

Contact Me

*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.