Daniel Urquidi, financial advisor Colorado Springs CO

Daniel Urquidi

CRD Number: 7079165
Current Firm: Cuso Financial Services, LP

Daniel Urquidi (CRD# 7079165) is an Investment Advisor Representative working at Cuso Financial Services, LP in Colorado Springs, CO and has over 4 years of experience in the finance industry.

Similar Advisors
Chris Abeyta, financial advisor Colorado Springs CO
Chris D. Abeyta
CRD# 6403098
Rfg Advisory, LLC
Similar Advisors
Russell Adelmann, financial advisor Colorado Springs CO
Russell B. Adelmann
CRD# 2202065
Adelmann Financial, Inc.
Similar Advisors
Andrew Adrian, financial advisor Colorado Springs CO
Andrew A. Adrian
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
Company Name Location Dates Years
Cuso Financial Services San Diego, CA May 2020 - Current 3
T Rowe Price Colorado Springs, CO Feb 2019 - May 2020 1
Folium Biosciences Colorado Springs, CO Oct 2017 - Nov 2018 1
Wells Fargo Bank N.a. Colorado Springs, CO Jun 2011 - Oct 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Daniel J. Urquidi
Phone Number: 858-530-4400
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,083
    MILLIONS
  • Total Number of Accounts
    25,992
    ACCOUNTS
  • Average Account Value
    $157,079
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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.