AeroLeads people directory · profile
Tre Urso, Cfp® Cima® Clu® Chfc® Email & Phone Number
Financial Advisor
at
OnePoint BFG Wealth Partners
1 work email found
@bleakley.com
3 phones found area 303
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Denver Metropolitan Area, United States
Company size
Who is Tre Urso, Cfp® Cima® Clu® Chfc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tre Urso, Cfp® Cima® Clu® Chfc® is listed as Financial Advisor at OnePoint BFG Wealth Partners, a with 169 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at bleakley.com, phone signal with area code 303, and a matched LinkedIn profile for Tre Urso, Cfp® Cima® Clu® Chfc®.
Tre Urso, Cfp® Cima® Clu® Chfc® previously worked as Financial Advisor at Bleakley Financial Group and Wealth Management Advisor at Northwestern Mutual. Tre Urso, Cfp® Cima® Clu® Chfc® holds Bs, Finance from West Virginia University.
Company email context
Email format at OnePoint BFG Wealth Partners
This section adds company-level context without repeating Tre Urso, Cfp® Cima® Clu® Chfc®'s masked contact details.
*@bleakley.com
68% confidence
AeroLeads found 1 current-domain work email signal for Tre Urso, Cfp® Cima® Clu® Chfc®. Compare company email patterns before reaching out.
Profile bio
About Tre Urso, Cfp® Cima® Clu® Chfc®
Financial Advisor at Bleakley Financial Group. See www.bleakley.comInvestment advice offered through Bleakley Financial Group, LLC, a registered investment adviser. Tre Urso is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. For a list of states in which the financial consultants affiliated with Bleakley Financial Group are registered to do business, please visit www.bleakley.com. Third-party posts found on this profile do not reflect the views of Bleakley and have not been reviewed by Bleakley as to accuracy or completeness.
Current workplace
Tre Urso, Cfp® Cima® Clu® Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Onepoint Bfg Wealth Partners
4 roles · 34 years
Tre Urso, Cfp® Cima® Clu® Chfc® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentSecurities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.bleakley.com
Nov 2018 - Present
Wealth Management Advisor
Jul 2004 - Nov 2018
Major, Fighter & Operational Test Pilot
During my time in the AF, I logged roughly 2,500 hours flying T-37, T-38, F-15C, and F-117 aircraft. I loved serving our country, the camaraderie, and flying jets.
1993 - 2004
~11 yrs
1 education record
Tre Urso, Cfp® Cima® Clu® Chfc® education
FAQ
Frequently asked questions about Tre Urso, Cfp® Cima® Clu® Chfc®
Quick answers generated from the profile data available on this page.
What company does Tre Urso, Cfp® Cima® Clu® Chfc® work for?
Tre Urso, Cfp® Cima® Clu® Chfc® works for OnePoint BFG Wealth Partners.
What is Tre Urso, Cfp® Cima® Clu® Chfc®'s role at OnePoint BFG Wealth Partners?
Tre Urso, Cfp® Cima® Clu® Chfc® is listed as Financial Advisor at OnePoint BFG Wealth Partners.
What is Tre Urso, Cfp® Cima® Clu® Chfc®'s email address?
AeroLeads has found 1 work email signal at @bleakley.com for Tre Urso, Cfp® Cima® Clu® Chfc® at OnePoint BFG Wealth Partners.
What is Tre Urso, Cfp® Cima® Clu® Chfc®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 303 for Tre Urso, Cfp® Cima® Clu® Chfc® at OnePoint BFG Wealth Partners.
Where is Tre Urso, Cfp® Cima® Clu® Chfc® based?
Tre Urso, Cfp® Cima® Clu® Chfc® is based in Denver Metropolitan Area, United States while working with OnePoint BFG Wealth Partners.
What companies has Tre Urso, Cfp® Cima® Clu® Chfc® worked for?
Tre Urso, Cfp® Cima® Clu® Chfc® has worked for Onepoint Bfg Wealth Partners, Bleakley Financial Group, Northwestern Mutual, and United States Air Force.
How can I contact Tre Urso, Cfp® Cima® Clu® Chfc®?
You can use AeroLeads to view verified contact signals for Tre Urso, Cfp® Cima® Clu® Chfc® at OnePoint BFG Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Tre Urso, Cfp® Cima® Clu® Chfc® attend?
Tre Urso, Cfp® Cima® Clu® Chfc® holds Bs, Finance from West Virginia University.
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