Cu Investment Solutions LLC

Cu Investment Solutions LLC (CRD# 43753) is a financial advisory firm headquartered in Overland Park, KS. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS

Financial Advisors at Cu Investment Solutions LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joshua D. Becker
CRD#: 5784666
8500 W. 110th Street, Suite 650, Overland Park, KS 66210
93
Wealthminder
score

Joshua Becker (CRD# 5784666) is an Investment Advisor Representative working at Cu Investment Solutions LLC in Overland Park, KS and has over 6 years of experience in the finance industry.

2
Matthew D. Jackson
CRD#: 3251494
184 Shuman Blvd, Suite 4, Naperville, IL 60563
93
Wealthminder
score

Matthew Jackson (CRD# 3251494) is an Investment Advisor Representative working at Cu Investment Solutions LLC in Naperville, IL and has over 14 years of experience in the finance industry.

3
William M. Lafavor
CRD#: 4416660
8500 W 110th St, #650, Overland Park, KS 66210
93
Wealthminder
score

William Lafavor (CRD# 4416660) is an Investment Advisor Representative working at Cu Investment Solutions LLC in Overland Park, KS and has over 15 years of experience in the finance industry.

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