Louis Petrucco (CRD# 2202969) is an Investment Advisor Representative working at Cuso Financial Services in Livonia, MI and has over 22 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Apr 2018 - Current | 6 |
| Dfcu Financial | Livonia, MI | Apr 2018 - Current | 6 |
| Citizens Securities, Inc. | Livonia, MI | Oct 2017 - Apr 2018 | < 1 |
| Minnesota Life | St. Paul, MN | May 2017 - Oct 2017 | < 1 |
| Securian Financial Services Inc. | St. Paul, MN | May 2017 - Oct 2017 | < 1 |
| Wealth Strategies Financial Group | Southfield, MI | May 2017 - Oct 2017 | < 1 |
| Unemployed | Trenton, MI | Dec 2016 - Apr 2017 | < 1 |
| Comerica Securities | Detroit, MI | Mar 2006 - Nov 2016 | 10 |
| Comerica Bank | Detroit, MI | Jan 2006 - Nov 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- MI
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Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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