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).
-
Total Assets Under Management4,083MILLION
-
Total Number of Accounts25,992ACCOUNTS
-
Average Account Value$157,079
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.