Broker Check

Rich Shively

Financial Advisor | CUSO Financial Services, L.P.


With the knowledge that comes with nearly a decade of experience in the financial services industry and a diverse background, I help clients navigate the myriad of available investment options with a commitment to personal service.

I work with my clients to create customized strategies to grow, manage and preserve wealth for the present and future. Working with dozens of product partners, I am able to offer my clients a variety of financial products and services including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC.

I attended Lakota West High School in West Chester, Ohio. After high school I served as a Firefighter/EMT in the communities of Southern Ohio and the United States Armed Forces in Iraq and went on to earn my Bachelor of Science in Business Management while attending Western Governors University. My wife Crystal and I currently reside in Liberty Twp. Ohio with our son and daughter. I am a member of the West Chester Liberty Chamber Alliance and when not in the office, I enjoy golfing, woodworking and spending time with family and friends.


4505 South Adams Street

Marion, IN 46953

Phone: 765.662.3700


Tue-Thu: 8:00 AM - 4:30 PM

Fri: 8:00 AM - 5:00 PM

Sat: 8:00 AM - 12:00 PM

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