Michelle Pearson, financial advisor Cheyenne WY
83 score

Michelle Pearson

CRD Number: 5614245
Current Firm: Cuso Financial Services, LP

Michelle Pearson (CRD# 5614245) is an Investment Advisor Representative working at Cuso Financial Services, LP in Cheyenne, WY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Mar 2011 - Current 5
Warren Federal Credit Union Cheyenne, WY Feb 2011 - Current 5
Bank Of The West Cheyenne, WY Jul 2010 - Feb 2011 < 1
Thrivent Investment Management Inc. Grand Island, NE Jul 2009 - Jul 2010 1
Thrivent Financial For Lutherans Appleton, WI Jul 2009 - Jul 2010 1
Princor Financial Services Corporation Grand Island, NE Oct 2008 - Jul 2009 < 1
Principal Life Insurance Company Grand Island, NE Jan 2002 - Jul 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michelle R. Pearson
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
83

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