Daniel Contreras (CRD# 4354594) is an Investment Advisor Representative working at Cuso Financial Services in Kansas City, MO and has over 15 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Oct 2021 - Current | 2 |
| Ivy Distributors, Inc. | Shawnee Mission, KS | Apr 2004 - Sep 2021 | 17 |
| Waddell & Reed, Inc. | Shawnee Mission, KS | Feb 2001 - Sep 2021 | 20 |
| Shawnee Mission North High School 30 Year Reunion Committee | Overland Park, KS | Sep 2017 - Oct 2018 | 1 |
| Shauna Meek | Kansas City, MO | Aug 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- MO
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
-
Average Account Value$172,978
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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