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).

By the Numbers
  • Total Assets Under Management
    1,808
    MILLION
  • Total Number of Accounts
    9,438
    ACCOUNTS
  • Average Account Value
    $191,594
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, 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 607 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 10 years of experience in the finance industry.

2
Cindy L. Allen
CRD#: 1221561
1564 West Sunset Blvd, Saint George, UT 84770
96
Wealthminder
score

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.

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 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.

4
Matt L. Bacon
CRD#: 6018492
4611 Guadalupe Street, Austin, TX 78751
96
Wealthminder
score

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.

5
Garret J. Bartel
CRD#: 5998694
9800 Health Care Lane, Minnetonka, MN 55343
96
Wealthminder
score

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.

6
Wayne R. Bellinger
CRD#: 4118097
3610-a River Point Parkway, Sheridan, CO 80110
96
Wealthminder
score

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.

7
Andrew S. Borders
CRD#: 5699023
40 North Bailey Road, Thorndale, PA 19372
96
Wealthminder
score

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.

8
Carlo M. Boton
CRD#: 5763846
10549 Scripps Poway Pkwy, San Diego, CA 92131
96
Wealthminder
score

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.

9
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 30 years of experience in the finance industry.

10
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 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.

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