Cuso Financial Services, LP

Cuso Financial Services, LP (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $4,384,538,933 in 24,999 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,385
    MILLION
  • Total Number of Accounts
    24,999
    ACCOUNTS
  • Average Account Value
    $175,389
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
  • Pension consulting services
  • 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, 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

Financial Advisors at Cuso Financial Services, LP
Showing 1 - 10 of 516 top financial advisors.
1
Michael W. Alexander
CRD#: 1956648
9110 Grogans Mill Rd., The Woodlands, TX 77380

Michael Alexander (CRD# 1956648) is an Investment Advisor Representative working at Cuso Financial Services, LP in The Woodlands, TX and has over 26 years of experience in the finance industry.

2
Anthony L. Allbright
CRD#: 2376474
4100 Pan American Fwy Ne, Albuquerque, NM 87107

Anthony Allbright (CRD# 2376474) is an Investment Advisor Representative working at Cuso Financial Services, LP in Albuquerque, NM and has over 28 years of experience in the finance industry. Anthony Allbright 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
Diane S. Allen
CRD#: 1271315
1263 W 12th St., Ogden, UT 84404

Diane Allen (CRD# 1271315) is an Investment Advisor Representative working at Cuso Financial Services, LP in Ogden, UT and has over 37 years of experience in the finance industry.

4
Nancy J. Almond
CRD#: 2142868
14610 Sprague, Spokane Valley, WA 99216

Nancy Almond (CRD# 2142868) is an Investment Advisor Representative working at Cuso Financial Services, LP in Spokane Valley, WA and has over 31 years of experience in the finance industry.

5
John A. Alvarez
CRD#: 6737014
Somonauk, IL

John Alvarez (CRD# 6737014) is an Investment Advisor Representative working at Cuso Financial Services, LP in Somonauk, IL and has over 5 years of experience in the finance industry.

6
William B. Anderholt
CRD#: 4425254
3003 Ne 62nd Ave, Vancouver, WA 98661

William Anderholt (CRD# 4425254) is an Investment Advisor Representative working at Cuso Financial Services, LP in Vancouver, WA and has over 20 years of experience in the finance industry.

7
Cameron G. Anderson
CRD#: 6764444
6965 Mesa Ridge Pkwy, Suite 110, Fountain, CO 80817

Cameron Anderson (CRD# 6764444) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fountain, CO and has over 5 years of experience in the finance industry.

8
John T. Anderson
CRD#: 1866885
300 North Milwaukee Avenue, Vernon Hills, IL 60061

John Anderson (CRD# 1866885) is an Investment Advisor Representative working at Cuso Financial Services, LP in Vernon Hills, IL and has over 21 years of experience in the finance industry.

9
Justy A. Armijo
CRD#: 2551789
4100 Pan American Fwy Ne, Albuquerque, NM 87107

Justy Armijo (CRD# 2551789) is an Investment Advisor Representative working at Cuso Financial Services, LP in Albuquerque, NM and has over 27 years of experience in the finance industry.

10
Aman U. Awan
CRD#: 4408876
1477 N Canton Center Road, Canton, MI 48187

Aman Awan (CRD# 4408876) is an Investment Advisor Representative working at Cuso Financial Services, LP in Canton, MI and has over 20 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.

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