Steven JuulCRD Number: 6149613
Current Firm: Cuso Financial Services, LP
Steven Juul (CRD# 6149613) is an Investment Advisor Representative working at Cuso Financial Services, LP in Spokane, WA and has over 3 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Spokane Teachers Credit Union||Liberty Lake, WA||Jan 2016 - Current||1|
|Cuso Financial Services. LP||San Diego, CA||Jan 2016 - Current||1|
|Edward Jones||St Louis, MO||Jan 2013 - Jan 2016||3|
|Big 5 Sporting Goods||Spokane, WA||May 1994 - Jan 2013||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
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