Cuso Financial Services, LP
Cuso Financial Services, LP (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $1,808,261,811 in 9,438 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,808MILLION
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Total Number of Accounts9,438ACCOUNTS
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Average Account Value$191,594
- 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, 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
Colin Babb (CRD# 5380153) is an Investment Advisor Representative working at Cuso Financial Services, LP in La Habra, CA and has over 10 years of experience in the finance industry.
Cindy Allen (CRD# 1221561) is an Investment Advisor Representative working at Cuso Financial Services, LP in Saint George, UT and has over 24 years of experience in the finance industry. Cindy Allen 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.
Matt Bacon (CRD# 6018492) is an Investment Advisor Representative working at Cuso Financial Services, LP in Austin, TX and has over 6 years of experience in the finance industry. Matt Bacon 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.
Garret Bartel (CRD# 5998694) is an Investment Advisor Representative working at Cuso Financial Services, LP in Minnetonka, MN and has over 6 years of experience in the finance industry. Garret Bartel 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 Sheridan, CO and has over 18 years of experience in the finance industry.
Andrew Borders (CRD# 5699023) is an Investment Advisor Representative working at Cuso Financial Services, LP in Thorndale, PA and has over 8 years of experience in the finance industry. Andrew Borders 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.
Carlo Boton (CRD# 5763846) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 7 years of experience in the finance industry. Carlo Boton 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.
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 17 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.