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).
-
Total Assets Under Management4,665MILLION
-
Total Number of Accounts26,968ACCOUNTS
-
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
Andrea Bruse (CRD# 6034727) is an Investment Advisor Representative working at Cuso Financial Services 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 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 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 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 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 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 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 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 in Lunenburg, MA and has over 19 years of experience in the finance industry.
Ewelina Caplap (CRD# 4868294) is an Investment Advisor Representative working at Cuso Financial Services in Raleigh, NC and has over 16 years of experience in the finance industry.