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Wayne Sellar HeadshotWayne Sellar serves as a Financial Advisor at the Retirement Planning & Investment Center available through CUSO Financial Services, L.P.

Specialty
Wayne understands that everyone, no matter what life stage you are in, can benefit from financial planning. Whether you are starting a family, purchasing a home, saving for educational costs, or investing to build future income sources, Wayne will help develop a plan. He will focus on your accumulation, preservation, protection, income distribution, and wealth transfer needs for you and your family. Wayne believes that the financial planning process is continuous and ongoing, and as your advisor, he will be committed to understanding your needs, creating your strategy, implementing your solutions, and monitoring your results.

Wayne specializes in retirement plans (IRA, 401k, 403b, 457b, pension plans) rollovers and consolidations, educational savings and wealth accumulation, income and distribution strategies, life insurance options, and estate planning. He will work with you and your tax and legal professionals to consider any potential impact that various solutions might have.

Education & Experience
Wayne is a native to New Hampshire. Upon graduating from Concord High School, Wayne enlisted in the United States Marine Corps. After his service, he attended Plymouth State University where he graduated with a Bachelor of Science Degree in Accounting. He then worked as a Federal Auditor with the United States Department of Agriculture. In 1991, Wayne decided to pursue a career as a Financial Advisor and has since earned the Certified Financial PlannerTM certification.

Wayne actively maintains his Series 7, 63, 66, 24 and Life Insurance licenses. He believes education and knowledge is paramount to his ability to provide you with financial advice and extraordinary service.

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Disclaimer

*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.

A Safe Place for Your Money

As a member of Workers, take comfort in knowing that every dollar you deposit is safe, secure, and 100% insured. All deposits are fully insured by a combined insurance coverage of the NCUA, up to $250,000, and the MSIC covers the rest. Now that’s safe keeping.