Matthew Schneider (CRD# 6907561) is an Investment Advisor Representative working at Cuso Financial Services in Springfield, OR and has over 5 years of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Selco Credit Union | Eugene, OR | Jan 2018 - Current | 6 |
Cuso Financial Services, LP | San Diego, CA | Jan 2018 - Current | 6 |
Columbia Bank | Eugene, OR | Sep 2016 - Jan 2018 | 1 |
Unemployed | Eugene, PA | Jun 2016 - Aug 2016 | < 1 |
Democratic Party Of Lane County | Eugene, OR | Dec 2015 - May 2016 | < 1 |
Unemployed | Eugene, OR | Aug 2015 - Nov 2015 | < 1 |
Enterprise Rent-a-car | Eugene, OR | Sep 2014 - Jul 2015 | < 1 |
University Of Oregon Housing | Eugene, OR | Sep 2009 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- OR
-
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
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