Matthew Tielker, financial advisor Indianapolis IN
93 score

Matthew Tielker

CRD Number: 5306961
Current Firm: Cuso Financial Services, LP

Matthew Tielker (CRD# 5306961) is an Investment Advisor Representative working at Cuso Financial Services, LP in Indianapolis, IN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Apr 2012 - Current 4
Financial Center First Credit Union Indianapolis, IN Apr 2012 - Current 4
Valic/aig Retirement Advisors, Inc. Indianapolis, IN Dec 2008 - Feb 2012 3
Wachovia Securities, LLC Indianapolis, IN Jan 2008 - Oct 2008 < 1
A.g. Edwards & Sons Indianapolis, IN Mar 2007 - Jan 2008 < 1
G&j Tax Service(fiscal Tax Company) Indianapolis, IN Jan 2007 - Feb 2007 < 1
American Home Mortgage Indianapolis, IN Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Matthew B. Tielker
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • IN
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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