Keaton MesserschmidtCRD Number: 7111469
Current Firm: Cuso Financial Services, LP
Keaton Messerschmidt (CRD# 7111469) is an Investment Advisor Representative working at Cuso Financial Services, LP in Vernon Hills, IL and has over 3 years of experience in the finance industry.
Highpoint Planning Partners
Cetera Investment Advisers LLC
Polen Capital Management, LLC
|Baxter Credit Union||Vernon Hills, IL||Dec 2020 - Current||2|
|Cuso Financial Services, LP||San Diego, CA||Dec 2020 - Current||2|
|Wells Fargo Clearing Services, LLC||Green Bay, WI||Apr 2019 - Dec 2020||1|
|Wells Fargo Bank, Na||Green Bay, WI||Feb 2017 - Nov 2020||3|
|Marine Credit Union||Green Bay, WI||Sep 2016 - Feb 2017||< 1|
|Unemployed||Green Bay, WI||Jul 2016 - Sep 2016||< 1|
|Bmo Harris Bank||Green Bay, WI||Feb 2014 - Jul 2016||2|
|Wells Fargo Bank, N.a.||Marquette, MI||Oct 2013 - Feb 2014||< 1|
|Wells Fargo Bank, N.a.||Marquette, MI||Oct 2012 - Oct 2013||1|
|Student||Marquette, MI||Jan 2009 - May 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts24,999ACCOUNTS
Average Account Value$175,389
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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