Robert Snead, financial advisor Colorado Springs CO
93 score

Robert Snead

CRD Number: 5423761
Current Firm: Cuso Financial Services, LP

Robert Snead (CRD# 5423761) is an Investment Advisor Representative working at Cuso Financial Services, LP in Colorado Springs, CO 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 Jun 2015 - Current 1
Ent Credit Union Colorado Springs, CO Jun 2015 - Current 1
Ravencrest Property Management Colorado Springs, CO Jan 2013 - Current 3
Usaa Financial Planning Services Colorado Springs, CO Jul 2013 - Jun 2015 1
Usaa Financial Advisors Inc. Colorado Springs, CO Jul 2013 - Jun 2015 1
T Rowe Price Investment Services, Inc. Colorado Springs, CO Aug 2007 - Jul 2013 5
Phil Long Ford Colorado Springs, CO Apr 2007 - Aug 2007 < 1
Dick's Sporting Goods Colorado Springs, CO Feb 2007 - May 2007 < 1
Buffalo Wild Wings Frwedericksburg, VA Dec 2003 - Jan 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Robert A. Snead
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
93
Clean Record
This advisor has a clean track record with regulators.

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