Timothy Reichstein, financial advisor Vancouver WA
88 score

Timothy Reichstein

CRD Number: 6316562
Current Firm: Cuso Financial Services, LP

Timothy Reichstein (CRD# 6316562) is an Investment Advisor Representative working at Cuso Financial Services, LP in Vancouver, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Nov 2015 - Current 1
Columbia Credit Union Vancouver, WA Aug 2015 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Aug 2015 - Nov 2015 < 1
Edward Jones St Louis, MO Apr 2014 - Aug 2015 1
Enterprise Rent-a-car Sacramento, CA May 2006 - Mar 2014 7
Moscow Moxie Moscow, ID Feb 2005 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Timothy E. Reichstein
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • WA
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
88
Clean Record
This advisor has a clean track record with regulators.

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