Cuso Financial Services
Cuso Financial Services (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $4,664,869,848 in 26,968 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,665MILLION
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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
Robert Cribbs (CRD# 5052355) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 18 years of experience in the finance industry.
Samuel Critz (CRD# 4719147) is an Investment Advisor Representative working at Cuso Financial Services in Clemmons, NC and has over 20 years of experience in the finance industry.
Sara Crouch (CRD# 5263454) is an Investment Advisor Representative working at Cuso Financial Services in Cloverdale, CA and has over 17 years of experience in the finance industry.
Lisa Cruser (CRD# 6642220) is an Investment Advisor Representative working at Cuso Financial Services in Essex Junction, VT and has over 7 years of experience in the finance industry.
Richard Dahl (CRD# 1080878) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 29 years of experience in the finance industry.
Lopez Davis (CRD# 1299827) is an Investment Advisor Representative working at Cuso Financial Services in Matthews, NC and has over 39 years of experience in the finance industry.
Lester De Peralta (CRD# 4530043) is an Investment Advisor Representative working at Cuso Financial Services in Honolulu, HI and has over 18 years of experience in the finance industry.
Marshall Dean (CRD# 5477075) is an Investment Advisor Representative working at Cuso Financial Services in America Fork, UT and has over 16 years of experience in the finance industry.
Michael Defazio (CRD# 4874452) is an Investment Advisor Representative working at Cuso Financial Services in Point Arena, CA and has over 17 years of experience in the finance industry.
Tommy Degraw (CRD# 6472640) is an Investment Advisor Representative working at Cuso Financial Services in Redlands, CA and has over 8 years of experience in the finance industry.