Marlo Burns, financial advisor Appleton WI
88 score

Marlo Burns

CRD Number: 5402549
Current Firm: Cuso Financial Services, LP

Marlo Burns (CRD# 5402549) is an Investment Advisor Representative working at Cuso Financial Services, LP in Appleton, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Apr 2015 - Current 1
Community First Credit Union Appleton, WI Apr 2015 - Current 1
Bmo Harris Financial Advisors Appleton, WI Jan 2014 - Apr 2015 1
Bmo Harris Private Bank Appleton, WI May 2013 - Jan 2014 < 1
Aerotek-oshkosh Corporation Oshkosh, WI Mar 2012 - Aug 2013 1
Thedacare Appleton, WI Oct 2010 - Jun 2012 1
American National Bank Fox Cities Appleton, WI Dec 2008 - Jan 2011 2
Home Menasha, WI Oct 2007 - Dec 2008 1
Lpl Financial Service Appleton, WI Jul 2007 - Oct 2007 < 1
Evergreen Credit Union Neenah, WI May 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Marlo A. Burns
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • WI
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
88
Clean Record
This advisor has a clean track record with regulators.

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