Samuel 'Tre' B Urso III, CLU®, ChFC®, CFP®

Wealth Management Advisor

  • Office 303-512-2187
  • Mobile 303-519-6300
  • Fax 303-648-4208

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Tre Urso is from West Virginia, graduated from the University of West Virginia with a bachelor’s degree in Finance in 1992.  After completing his studies, Tre served eleven years as a pilot in the United States Air Force.  Tre opened his financial practice with Northwestern Mutual in November of 2004 after completing his military service.  As a Wealth Management Advisor for the Northwestern Mutual Wealth Management Company, Tre works to serve as a friend and an advocate to help clients achieve their objectives. By taking the time to get to know you and your family, Tre puts you at the center of the process.

Tre holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. Tre serves clients and their families in the Denver area and all around the United States and maintains his insurance and investment licensing where he serves his clients.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck