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 a registered financial advisor at Cuso Financial Services, L.P, they have accumulated 13 years of practice in the financial advisory industry. Linnebur maintains Series 63 and Series 66 licenses, designating them as a securities agent. Linnebur is able to act as an advisor based out of Arizona. Linnebur has gained experience at Cue Financial Group, Inc, 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 additional locations in the United States. As a registered investment firm, Cuso Financial Services, L.P oversees $2 billion in assets throughout 12,288 accounts and employs more than 695 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 1,268 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Cuso Financial Services, L.P can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

13 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

$1,925,370,981

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

703

AZ Average: 43
Total Number of Accounts

11,991

AZ Average: 3,727
Average Account Size

$160,568

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 13 years of experience.

2018 - Present (1 year)

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

2005 - 2009 (4 years)

Cue Financial Group, Inc

Disclosures

Gregory Linnebur has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Luke Lannister
Annapolis, MD
Natalie Gamarra-Loza
Berkeley, CA
Matt Bacon
Austin, TX
Luke Neff
Dayton, OH
Christina Schwind
Vancouver, WA
Robert Mcmahon
Novi, MI
Christopher Debeikes
Medford, OR
Melissa Martin
Boulder, CO

This content was compiled from the SEC and FINRA.

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