Cuso Financial Services, LP

Cuso Financial Services, LP (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $1,934,986,386 in 11,423 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,935
    MILLION
  • Total Number of Accounts
    11,423
    ACCOUNTS
  • Average Account Value
    $169,394
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 572 top financial advisors.
1
Brock T. Adams
CRD#: 6488540
10150 Meanley Drive, 1st Floor, San Diego, CA 92131

Brock Adams (CRD# 6488540) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 3 years of experience in the finance industry.

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

Cindy Allen (CRD# 1221561) is an Investment Advisor Representative working at Cuso Financial Services, LP in Saint George, UT and has over 26 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
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 35 years of experience in the finance industry.

4
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 3 years of experience in the finance industry.

5
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.

6
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 19 years of experience in the finance industry.

7
Justin A. Anderson
CRD#: 6389728
10150 Meanley Drive, 1st Floor, San Diego, CA 92131

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

8
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 11 years of experience in the finance industry.

9
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 18 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.

10
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 15 years of experience in the finance industry.

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