Frank Gerecht, financial advisor Clearfield UT
93 score

Frank Gerecht

CRD Number: 5592658
Current Firm: Cuso Financial Services, LP

Frank Gerecht (CRD# 5592658) is an Investment Advisor Representative working at Cuso Financial Services, LP in Clearfield, UT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA May 2015 - Current 1
Wells Fargo Advisors LLC Sandy, UT Jan 2011 - May 2015 4
Wells Fargo Bank, N. A. Sandy, UT Jan 2008 - May 2015 7
Wells Fargo Investments, LLC Salt Lake City, UT Sep 2008 - Jan 2011 2
State Of Nevada Las Vegas, NV Jul 2007 - Jan 2008 < 1
State Of Utah Salt Lake City, UT Aug 2005 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Frank H. Gerecht
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • UT
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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