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
Emilie Gay (CRD# 6401846) is an Investment Advisor Representative working at Cuso Financial Services in Appleton, WI and has over 9 years of experience in the finance industry.
Frank Gerecht (CRD# 5592658) is an Investment Advisor Representative working at Cuso Financial Services in Clearfield, UT and has over 15 years of experience in the finance industry.
Karl Gerstenacker (CRD# 6655199) is an Investment Advisor Representative working at Cuso Financial Services in Torrance, CA and has over 7 years of experience in the finance industry.
Jennifer Gibson (CRD# 4397079) is an Investment Advisor Representative working at Cuso Financial Services in Clemmons, NC and has over 22 years of experience in the finance industry.
Marioreen Gibson (CRD# 1999133) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 33 years of experience in the finance industry.
Gilbert Gil (CRD# 5546204) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 15 years of experience in the finance industry.
Zachary Glover (CRD# 6946696) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 5 years of experience in the finance industry.
Russell Gochneaur (CRD# 2035951) is an Investment Advisor Representative working at Cuso Financial Services in Vancouver, WA and has over 34 years of experience in the finance industry.
David Goldpenny (CRD# 2645477) is an Investment Advisor Representative working at Cuso Financial Services in Lockport, NY and has over 28 years of experience in the finance industry.
Dana Graham (CRD# 5377938) is an Investment Advisor Representative working at Cuso Financial Services in Northampton, MA and has over 16 years of experience in the finance industry.