Investment Services Available Through CUSO Financial Services, LP

Ven Kurvari570px

Ven Kurvari

Financial Advisor

CUSO Financial Services, L.P.

at InTouch Credit Union
Office in Frisco, TX



214-975-3181  Office
469-888-1122 Direct
214-975-3182 Fax

Check the background of this investment professional on FINRA BrokerCheck

Ven Kurvari joined InTouch Credit Union in May 2018 as Assistant Vice President of Wealth Management & as a CFS* Financial Advisor. Prior to joining ITCU, Ven worked in various capacities with Prudential Financial
– as a Financial Advisor and Planner, Investment Advisory Representative, and Manager of Financial Services. Ven has been a successful entrepreneur, editor and publisher, and brings together extensive experience and a broad-based knowledge in financial and business fields. With a strong capacity to understand essential factors underlying financial challenges, he can bring together necessary resources
to provide client-focused solutions using a financial planning perspective designed to deliver successful outcomes for his clients’ life goals and objectives. Ven holds a Ph.D. in Molecular Biology & Genetics from the University of Guelph, Ontario, Canada. He is a CUSO Financial Services registered representative with Series 6, Series 7, Series 63, and Series 65 and holds his Group I and Group II insurance licenses. Ven is active in various business and community organizations, including the Plano Chamber of Commerce, Toastmasters International, Regional Science Fair, Boy Scouts of America, and others. He lives in Plano with his wife and two sons, and enjoys reading, gardening, swimming, tennis and golf.


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