Cuso Financial Services, LP

Cuso Financial Services, LP (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $3,330,268,306 in 18,783 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
10150 Meanley Drive, 1st Floor, San Diego, CA 92131
https://www.linkedin.com/company/cuso-financial-services-lp/
By the Numbers
  • Total Assets Under Management
    3,330
    MILLION
  • Total Number of Accounts
    18,783
    ACCOUNTS
  • Average Account Value
    $177,302
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 569 top financial advisors.
1
Diane Allen, financial advisor Ogden UT
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 36 years of experience in the finance industry.

2
John Alvarez, financial advisor Matthews NC
John A. Alvarez
CRD#: 6737014
435 N Trade, Matthews, NC 28105

John Alvarez (CRD# 6737014) is an Investment Advisor Representative working at Cuso Financial Services, LP in Matthews, NC and has over 3 years of experience in the finance industry.

3
Josephine Anacleto, financial advisor El Cajon CA
Josephine Anacleto
CRD#: 4557032
301 N Magnolia, El Cajon, CA 92020

Josephine Anacleto (CRD# 4557032) is an Investment Advisor Representative working at Cuso Financial Services, LP in El Cajon, CA and has over 15 years of experience in the finance industry.

4
William Anderholt, financial advisor Vancouver WA
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 19 years of experience in the finance industry.

5
John Anderson, financial advisor Vernon Hills IL
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 20 years of experience in the finance industry.

6
Justin Anderson, financial advisor Austin TX
Justin A. Anderson
CRD#: 6389728
13860 N Highway 183, Austin, TX 78750

Justin Anderson (CRD# 6389728) is an Investment Advisor Representative working at Cuso Financial Services, LP in Austin, TX and has over 5 years of experience in the finance industry.

7
John Christopher Andrews, financial advisor Anchorage AK
John Christopher R. Andrews
CRD#: 5500090
440 E 36th Avenue, Anchorage, AK 99503

John Christopher Andrews (CRD# 5500090) is an Investment Advisor Representative working at Cuso Financial Services, LP in Anchorage, AK and has over 12 years of experience in the finance industry.

8
Aman Awan, financial advisor Canton MI
Aman U. Awan
CRD#: 4408876
1477 Canton Center Road, Canton, MI 48188

Aman Awan (CRD# 4408876) is an Investment Advisor Representative working at Cuso Financial Services, LP in Canton, MI and has over 19 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.

9
Alex Bacay, financial advisor Chambersburg PA
Alex A. Bacay
CRD#: 4837485
800 Wayne Avenue, Chambersburg, PA 17201

Alex Bacay (CRD# 4837485) is an Investment Advisor Representative working at Cuso Financial Services, LP in Chambersburg, PA and has over 16 years of experience in the finance industry.

10
Mckensie Badal, financial advisor Tempe AZ
Mckensie R. Badal
CRD#: 6485379
1511 N Project Drive, Tempe, AZ 85281

Mckensie Badal (CRD# 6485379) is an Investment Advisor Representative working at Cuso Financial Services, LP in Tempe, AZ and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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