Beau Kelley
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Beau Kelley Email & Phone Number

Financial Advisor at CUSO Financial Services, LP at Sound Credit Union at CUSO Financial Services, LP
Location: Tacoma, Washington, United States 2 work roles 1 school
1 work email found @wellsfargoadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@wellsfargoadvisors.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor at CUSO Financial Services, LP at Sound Credit Union
Location
Tacoma, Washington, United States
Company size

Who is Beau Kelley? Overview

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Quick answer

Beau Kelley is listed as Financial Advisor at CUSO Financial Services, LP at Sound Credit Union at CUSO Financial Services, LP, a company with 333 employees, based in Tacoma, Washington, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Beau Kelley.

Beau Kelley previously worked as Financial Advisor, CUSO Financial Services, LP at Sound Credit Union at Cuso Financial Services, Lp and Financial Advisor at Wells Fargo Advisors Financial Network, Legacy Capital Partners. Beau Kelley holds Bachelor Of Science (B.S.), Managerial Economics from Central Washington University.

Company email context

Email format at CUSO Financial Services, LP

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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Beau Kelley. Compare company email patterns before reaching out.

Profile bio

About Beau Kelley

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) 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. This representative is licensed to sell securities in the following states: WA,CA,AZ,CO,KS,NY,NV,OR & SC. WA Insurance License #884688CA Insurance License #0N13034

Listed skills include Financial Analysis, Finance, Retirement Planning, Investments, and 4 others.

Current workplace

Beau Kelley's current company

Company context helps verify the profile and gives searchers a useful next step.

CUSO Financial Services, LP
Cuso Financial Services, Lp
Financial Advisor at CUSO Financial Services, LP at Sound Credit Union
san diego, california, united states
Website
Employees
333
AeroLeads page
2 roles

Beau Kelley work experience

A career timeline built from the work history available for this profile.

Financial Advisor, Cuso Financial Services, Lp At Sound Credit Union

Current

Greater Seattle Area

Financial Advisor with CUSO Financial Services, LP at Sound Credit Union branches in Tacoma, Lakewood, Gig Harbor and Key Center.As a financial advisor with CUSO Financial Services, L.P., I specialize in working with individuals, families, business owners, and anyone else who has an interest in professional advice and guidance. While many people have.

Nov 2018 - Present
Team & coworkers

Colleagues at CUSO Financial Services, LP

Other employees you can reach at cusonet.com. View company contacts for 333 employees →

1 education record

Beau Kelley education

FAQ

Frequently asked questions about Beau Kelley

Quick answers generated from the profile data available on this page.

What company does Beau Kelley work for?

Beau Kelley works for CUSO Financial Services, LP.

What is Beau Kelley's role at CUSO Financial Services, LP?

Beau Kelley is listed as Financial Advisor at CUSO Financial Services, LP at Sound Credit Union at CUSO Financial Services, LP.

What is Beau Kelley's email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Beau Kelley at CUSO Financial Services, LP.

Where is Beau Kelley based?

Beau Kelley is based in Tacoma, Washington, United States while working with CUSO Financial Services, LP.

What companies has Beau Kelley worked for?

Beau Kelley has worked for Cuso Financial Services, Lp and Wells Fargo Advisors Financial Network, Legacy Capital Partners.

Who are Beau Kelley's colleagues at CUSO Financial Services, LP?

Beau Kelley's colleagues at CUSO Financial Services, LP include Russell Gochneaur, Awma, Aams, Crps, Crpc®, Tim Pester, Joshua Krakowiak, Judy Gunnell, and Kenneth D. Parlan.

How can I contact Beau Kelley?

You can use AeroLeads to view verified contact signals for Beau Kelley at CUSO Financial Services, LP, including work email, phone, and LinkedIn data when available.

What schools did Beau Kelley attend?

Beau Kelley holds Bachelor Of Science (B.S.), Managerial Economics from Central Washington University.

What skills is Beau Kelley known for?

Beau Kelley is listed with skills including Financial Analysis, Finance, Retirement Planning, Investments, Financial Services, Asset Allocation, Investment Strategies, and Microsoft Excel.

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