Arlis Ortman, financial advisor Bozeman MT
93 score

Arlis Ortman

CRD Number: 5391254
Current Firm: Cuso Financial Services, LP

Arlis Ortman (CRD# 5391254) is an Investment Advisor Representative working at Cuso Financial Services, LP in Bozeman, MT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Path Insurance Helena, MT Apr 2014 - Current 2
Cuso Financial Services, LP San Diego, CA Apr 2014 - Current 2
Farmers Financial Solutions Bozeman, MT Dec 2013 - Feb 2014 < 1
Farmers Insurance Group Bozeman, MT Oct 2013 - Feb 2014 < 1
Country Financial Anchorage, AK Nov 2008 - Oct 2013 4
Ubs Financial Services Inc. Anchorage, AK Jul 2007 - Nov 2008 1
Lithia Automotive Anchorage, AK Oct 2004 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Arlis B. Ortman
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • MT
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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