Eric Mazemke, financial advisor Washougal WA
93 score

Eric Mazemke

CRD Number: 3099872
Current Firm: Cuso Financial Services, LP

Eric Mazemke (CRD# 3099872) is an Investment Advisor Representative working at Cuso Financial Services, LP in Washougal, WA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Mar 2017 - Current 1
Iq Credit Union Washougal, WA Mar 2017 - Current 1
Jpmorgan Securities LLC Gresham, OR Oct 2013 - Mar 2017 3
First Investment Services Oconomowoc, WI Aug 2006 - Oct 2013 7
Commonwealth Financial Network Waltham, MA Oct 2004 - Oct 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Eric M. Mazemke
Phone Number: 858-530-4400
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,808
    MILLIONS
  • 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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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