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).

By the Numbers
  • Total Assets Under Management
    1,812
    MILLION
  • 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
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.

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

Financial Advisors at Cuso Financial Services, LP
Showing 1 - 10 of 515 top financial advisors.
1
Colin T. Babb
CRD#: 5380153
700 N Harbor Blvd, La Habra, CA 90631
98
Wealthminder
score

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.

2
Mary E. Ahearn
CRD#: 861820
Tucson, AZ
96
Wealthminder
score

Mary Ahearn (CRD# 861820) is an Investment Advisor Representative working at Cuso Financial Services, LP in Tucson, AZ and has over 36 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.

3
Aman U. Awan
CRD#: 4408876
1477 Canton Center Road, Canton, MI 48188
96
Wealthminder
score

Aman Awan (CRD# 4408876) is an Investment Advisor Representative working at Cuso Financial Services, LP in Canton, MI and has over 15 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.

4
Wayne R. Bellinger
CRD#: 4118097
10150 Meanley Drive, 1st Floor, San Diego, CA 92131
96
Wealthminder
score

Wayne Bellinger (CRD# 4118097) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 16 years of experience in the finance industry.

5
Michael A. Brogan
CRD#: 1678706
440 E 36th Avenue, Anchorage, AK 99503
96
Wealthminder
score

Michael Brogan (CRD# 1678706) is an Investment Advisor Representative working at Cuso Financial Services, LP in Anchorage, AK and has over 29 years of experience in the finance industry.

6
Gabriel B. Brogden
CRD#: 4328092
1945 Sam Rittenberg Blvd, Charleston, SC 29407
96
Wealthminder
score

Gabriel Brogden (CRD# 4328092) is an Investment Advisor Representative working at Cuso Financial Services, LP in Charleston, SC and has over 15 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.

7
Yvonne K. Dean
CRD#: 2658756
2819 South State Street, Saint Joseph, MI 49085
96
Wealthminder
score

Yvonne Dean (CRD# 2658756) is an Investment Advisor Representative working at Cuso Financial Services, LP in Saint Joseph, MI and has over 21 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.

8
Sandra J. Dechastain
CRD#: 1422981
3451 14th Street, Riverside, CA 92501
96
Wealthminder
score

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.

9
Tracy C. Duncan
CRD#: 2259464
6320 Allegacy Way, Clemmons, NC 27012
96
Wealthminder
score

Tracy Duncan (CRD# 2259464) is an Investment Advisor Representative working at Cuso Financial Services, LP in Clemmons, NC and has over 24 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.

10
Bryan P. Farrissey
CRD#: 4484959
340 North Milwaukee Avenue, Vernon Hills, IL 60061
96
Wealthminder
score

Bryan Farrissey (CRD# 4484959) is an Investment Advisor Representative working at Cuso Financial Services, LP in Vernon Hills, IL and has over 14 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.

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