Tara Gondek, financial advisor Anchorage AK
93 score

Tara Gondek

CRD Number: 5432408
Current Firm: Cuso Financial Services, LP

Tara Gondek (CRD# 5432408) is an Investment Advisor Representative working at Cuso Financial Services, LP in Anchorage, AK and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Jan 2013 - Current 3
Denali Federal Credit Union Denali, AK Oct 2007 - Current 9
Lucky Wishbone Inc. Anchorage, AK Jul 2002 - Current 14
Cuso Financial Services, LP San Diego, CA Oct 2007 - Jan 2011 3
Curzie Chiropractic Anchorage, AK May 2006 - Nov 2007 1
University Of Anchorage Alaska Anchorage, AK Aug 2004 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Tara A. Gondek
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • AK
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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