Michael St Marie, financial advisor Appleton WI
96 score

Michael St Marie

CRD Number: 5490564
Current Firm: Cuso Financial Services, LP

Michael St Marie (CRD# 5490564) is an Investment Advisor Representative working at Cuso Financial Services, LP in Appleton, WI and has over 8 years of experience in the finance industry. Michael St Marie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Nov 2015 - Current 1
Community First Credit Union Appleton, WI Nov 2015 - Current 1
Ameriprise Madison, WI Feb 2008 - Nov 2015 7
Catholic Family Life Insurance Madison, WI Oct 2007 - Nov 2007 < 1
Uw-madison Madison, WI Aug 2003 - Aug 2007 4
Research Engineering And Development New London, WI May 2003 - Jan 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Michael J. St Marie
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
96
Clean Record
This advisor has a clean track record with regulators.

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