Eustis HabighorstCRD Number: 5302600
Current Firm: Cuso Financial Services, LP
Eustis Habighorst (CRD# 5302600) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fort Collins, CO and has over 8 years of experience in the finance industry.
Martin Wealth Management, LLC
Contryman Wealth Advisors
Oaktree Financial Planning, LLC
|Cuso Financial Services, LP||San Diego, CA||Jun 2009 - Current||7|
|Public Services Credit Union||Fort Collins, CO||Jun 2009 - Current||7|
|Thrivent Financial For Lutherans||Appleton, WI||Mar 2007 - Jun 2009||2|
|Thrivent Investment Management Inc.||Loveland, CO||Mar 2007 - Jun 2009||2|
|Windsor School District||Windsor, CO||Sep 2006 - Mar 2007||< 1|
|Windsor Assembly||Windsor, CO||Sep 2000 - Sep 2006||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- 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
- Selection of other advisers (including private fund managers)
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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