Ladonna Beaumont, financial advisor Post Falls ID

Ladonna Beaumont

CRD Number: 2642718
Current Firm: Cuso Financial Services, LP

Ladonna Beaumont (CRD# 2642718) is an Investment Advisor Representative working at Cuso Financial Services, LP in Post Falls, ID and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Jul 2021 - Current 2
Spokane Teacher Credit Union Post Falls, ID Jul 2021 - Current 2
Cuna Mutual Group Waverly, IA Aug 2015 - Jul 2021 5
Cuna Brokerage Services, Inc. Waverly, IA Aug 2015 - Jul 2021 5
Stifel Nicolaus Coeur D'alene, ID Jun 2013 - Aug 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Mar 2006
S66 NASAA Uniform Combined State Law Examination Feb 2015
Contact Info for Ladonna L. Beaumont
Phone Number: 858-530-4400
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    4,083
    MILLIONS
  • Total Number of Accounts
    25,992
    ACCOUNTS
  • Average Account Value
    $157,079
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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