Cuso Financial Services, LP
Cuso Financial Services, LP (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $1,811,648,312 in 14,085 accounts and serve the financial needs of clients across 43 states (or territories).
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Total Assets Under Management1,812MILLION
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Total Number of Accounts14,085ACCOUNTS
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Average Account Value$128,623
- 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
- Selection of other advisers (including private fund managers)
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
Colin Babb (CRD# 5380153) is an Investment Advisor Representative working at Cuso Financial Services, LP in La Habra, CA and has over 9 years of experience in the finance industry.
Mary Ahearn (CRD# 861820) is an Investment Advisor Representative working at Cuso Financial Services, LP in Tucson, AZ and has over 37 years of experience in the finance industry. Mary Ahearn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aman Awan (CRD# 4408876) is an Investment Advisor Representative working at Cuso Financial Services, LP in Canton, MI and has over 16 years of experience in the finance industry. Aman Awan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wayne Bellinger (CRD# 4118097) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 17 years of experience in the finance industry.
Michael Brogan (CRD# 1678706) is an Investment Advisor Representative working at Cuso Financial Services, LP in Anchorage, AK and has over 30 years of experience in the finance industry.
Gabriel Brogden (CRD# 4328092) is an Investment Advisor Representative working at Cuso Financial Services, LP in Charleston, SC and has over 16 years of experience in the finance industry. Gabriel Brogden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Yvonne Dean (CRD# 2658756) is an Investment Advisor Representative working at Cuso Financial Services, LP in Saint Joseph, MI and has over 22 years of experience in the finance industry. Yvonne Dean has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sandra Dechastain (CRD# 1422981) is an Investment Advisor Representative working at Cuso Financial Services, LP in Riverside, CA and has over 22 years of experience in the finance industry. Sandra Dechastain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tracy Duncan (CRD# 2259464) is an Investment Advisor Representative working at Cuso Financial Services, LP in Clemmons, NC and has over 25 years of experience in the finance industry. Tracy Duncan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bryan Farrissey (CRD# 4484959) is an Investment Advisor Representative working at Cuso Financial Services, LP in Vernon Hills, IL and has over 15 years of experience in the finance industry. Bryan Farrissey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.