Gregory
Linnebur

Cuso Financial Services, L.P

CRD#2852502
Investment Advisor
in Tempe, AZ

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About this Advisor

Gregory Linnebur is an investment advisor in Tempe, Arizona. Currently an advisor with Cuso Financial Services, L.P, Linnebur has 10 years of professional experience in the financial advisory industry. Linnebur maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Linnebur is registered to operate in Arizona. During their career, the advisor has held roles at Lpl Financial, LLC, Altier Credit Union, Pfg Advisors, Cuso Financial Services, Lp and Securities America, Inc. Cuso Financial Services, L.P is headquartered in Tempe, Arizona, and operates out of 927 brick-and-mortar locations in the United States. As a company, Cuso Financial Services, L.P oversees $2 billion in assets dispersed across 11,423 client accounts and employs more than 703 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 1,365 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Cuso Financial Services, L.P offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1511 N Project Drive
Tempe, AZ 85281

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$1,934,986,386

AZ Average: $7,578,581,321
Total Number of Employees

703

AZ Average: 43
Total Number of Accounts

11,423

AZ Average: 3,727
Average Account Size

$169,394

AZ Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Gregory Linnebur Work History

Gregory has 11 years of experience.

2018 - Present (2 years)

Cuso Financial Services, Lp

2017 - 2018 (1 year)

Securities America, Inc

2015 - 2018 (3 years)

Pfg Advisors

2009 - 2017 (8 years)

Lpl Financial, LLC

2009 - 2018 (9 years)

Altier Credit Union

Disclosures

Gregory Linnebur has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Jonathan Wylie
Vernon Hills, IL
Kevin Onizuka
Santa Rosa, CA
Kory Close
Fort Worth, TX
Matthew Lewarne
Mount Pleasant, SC
Charles Greth
Port Orchard, WA
Richard Champion
San Diego, CA
Teresa Brock
San Diego, CA
Matthew Taheri
Austin, TX

This content was compiled from the SEC and FINRA.

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