Cuso Financial Services, LP

Cuso Financial Services, LP (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $3,507,742,173 in 19,255 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,508
    MILLION
  • Total Number of Accounts
    19,255
    ACCOUNTS
  • Average Account Value
    $182,173
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 543 top financial advisors.
1
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
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 30 years of experience in the finance industry.

3
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 4 years of experience in the finance industry.

4
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 16 years of experience in the finance industry.

5
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.

6
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 4 years of experience in the finance industry.

7
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.

8
Kathy M. Anson
CRD#: 1496241
14610 Sprague, Spokane Valley, WA 99216

Kathy Anson (CRD# 1496241) is an Investment Advisor Representative working at Cuso Financial Services, LP in Spokane Valley, WA and has over 28 years of experience in the finance industry.

9
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 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.

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 16 years of experience in the finance industry.

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