Grady Trumble, financial advisor Wichita KS
93 score

Grady Trumble

CRD Number: 5277058
Current Firm: Cuso Financial Services, LP

Grady Trumble (CRD# 5277058) is an Investment Advisor Representative working at Cuso Financial Services, LP in Wichita, KS and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Mar 2015 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Jul 2014 - Feb 2015 < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2014 - Feb 2015 < 1
New England Securities Wichita, KS Feb 2012 - Jul 2014 2
Mml Investors Services Inc. Leawood, KS Feb 2007 - Feb 2012 5
Massmuttual Life Insurance Company Leawood, KS Jan 2007 - Feb 2012 5
Sprint Overland Park, KS Jun 2001 - Mar 2007 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2008
S63 Uniform Securities State Law Examination Apr 2007
Contact Info for Grady J. Trumble
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • KS
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
93
Clean Record
This advisor has a clean track record with regulators.

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