Scott Herrmann, financial advisor Boulder CO
96 score

Scott Herrmann

CRD Number: 5491176
Current Firm: Cuso Financial Services, LP

Scott Herrmann (CRD# 5491176) is an Investment Advisor Representative working at Cuso Financial Services, LP in Boulder, CO and has over 8 years of experience in the finance industry. Scott Herrmann 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
Elevations Credit Union Boulder, CO Apr 2013 - Current 3
Cuso Financial Services, LP San Diego, CA Apr 2013 - Current 3
Lpl Financial Denver, CO Mar 2011 - Mar 2013 2
Wells Fargo Advisors, LLC Boulder, CO Jun 2010 - Feb 2011 < 1
Wells Fargo Investments, LLC Broomfield, CO Mar 2008 - May 2010 2
Wells Fargo Bank, N.a. Boulder, CO Apr 2007 - May 2010 3
College For Financial Planning Tokyo, Apr 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Scott R. Herrmann
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • CO
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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