Michael Smeenge, financial advisor Grand Rapids MI
93 score

Michael Smeenge

CRD Number: 5508919
Current Firm: Cuso Financial Services, LP

Michael Smeenge (CRD# 5508919) is an Investment Advisor Representative working at Cuso Financial Services, LP in Grand Rapids, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Apr 2011 - Current 5
Consumers Credit Union Holland, MI Apr 2011 - Current 5
Infinex Investments, Inc. Zeeland, MI Feb 2009 - Apr 2011 2
Macatawa Bank Zeeland, MI Feb 2009 - Apr 2011 2
Morgan Stanley & Company, Inc. Holland, MI Mar 2008 - Nov 2008 < 1
West Michigan Forest Products Byron Center, MI Nov 2007 - Mar 2008 < 1
Woodmatic, LLC Holland, MI Jul 2004 - Oct 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Michael D. Smeenge
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • MI
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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