Keenan Retterath (CRD# 6899025) is an Investment Advisor Representative working at Cuso Financial Services in Charlevoix, MI and has over 3 years of experience in the finance industry.
CRD# 2645924
Saxony Capital Management, LLC
CRD# 4799866
Huntington Financial Advisors
CRD# 2277394
Morgan Stanley
Company Name | Location | Dates | Years |
---|---|---|---|
Cuso Financial Services, LP | San Diego, CA | Oct 2023 - Current | < 1 |
Capital Credit Union | Bismarck, ND | Oct 2023 - Current | < 1 |
Woodbury Financial Services | Bismarck, ND | Mar 2018 - Oct 2023 | 5 |
Unemployed | Mandan, ND | Jul 2017 - Jan 2018 | < 1 |
Industrial Contractor Inc. | Bismarck, ND | Sep 2016 - Jun 2017 | < 1 |
Boilermakers Local #647 | Ramsey, MN | Sep 2008 - Aug 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2020 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- ND
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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