Cuso Financial Services, LP

Cuso Financial Services, LP (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $4,082,797,608 in 25,992 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,083
    MILLION
  • Total Number of Accounts
    25,992
    ACCOUNTS
  • Average Account Value
    $157,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cuso Financial Services, LP
Showing 41 - 50 of 497 top financial advisors.
41
Andrew S. Broughman
CRD#: 6263090
135 West Central Avenue, Suite 200, Orlando, FL 32801

Andrew Broughman (CRD# 6263090) is an Investment Advisor Representative working at Cuso Financial Services, LP in Orlando, FL and has over 9 years of experience in the finance industry.

42
Andrea M. Bruse
CRD#: 6034727
9 South Washington Street Suite #105, Spokane, WA 99201

Andrea Bruse (CRD# 6034727) is an Investment Advisor Representative working at Cuso Financial Services, LP in Spokane, WA and has over 5 years of experience in the finance industry.

43
Catherine A. Bryant
CRD#: 2189806
310 E. Main Street, Suite 110, Carrboro, NC 27510

Catherine Bryant (CRD# 2189806) is an Investment Advisor Representative working at Cuso Financial Services, LP in Carrboro, NC and has over 14 years of experience in the finance industry.

44
Jake R. Buman
CRD#: 6637766
600 W Kimberly Avenue, Kimberly, WI 54136

Jake Buman (CRD# 6637766) is an Investment Advisor Representative working at Cuso Financial Services, LP in Kimberly, WI and has over 7 years of experience in the finance industry.

45
David G. Burk
CRD#: 4046685
10150 Meanley Drive, 1st Floor, San Diego, CA 92131

David Burk (CRD# 4046685) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 24 years of experience in the finance industry.

46
Marlo A. Burns
CRD#: 5402549
2626 S Oneida Street, Appleton, WI 54915

Marlo Burns (CRD# 5402549) is an Investment Advisor Representative working at Cuso Financial Services, LP in Appleton, WI and has over 9 years of experience in the finance industry.

47
Kenneth R. Butler
CRD#: 2296793
1424 Outlet Collect Way Sw, Suite 200, Auburn, WA 98001

Kenneth Butler (CRD# 2296793) is an Investment Advisor Representative working at Cuso Financial Services, LP in Auburn, WA and has over 31 years of experience in the finance industry.

48
James A. Caldwell
CRD#: 6689464
3133 North Alafaya Trail, Orlando, FL 32826

James Caldwell (CRD# 6689464) is an Investment Advisor Representative working at Cuso Financial Services, LP in Orlando, FL and has over 7 years of experience in the finance industry.

49
Jeffrey M. Callan
CRD#: 2148128
4097 Monument Corner, Fairfax, VA 22030

Jeffrey Callan (CRD# 2148128) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fairfax, VA and has over 24 years of experience in the finance industry.

50
Leonard W. Cannon
CRD#: 4843894
603 Massachusetts Avenue, Lunenburg, MA 01462

Leonard Cannon (CRD# 4843894) is an Investment Advisor Representative working at Cuso Financial Services, LP in Lunenburg, MA and has over 19 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 7 8 9 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.