Mckensie
Badal
Cuso Financial Services, L.P
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About this Advisor
Mckensie Badal is a financial advisor operating out of Gilbert, Arizona who has 1 year of industry experience. Badal is on the advisory team at Cuso Financial Services, L.P. Throughout their career, they have worked at Cuso Financial Services, L.P, Church Of Jesus Christ, America First Credit Union, Zions First National Bank, Raymond James Financial Services, Inc, Desert Financial Wealth Management, Desert Financial Credit Union, Cuso Financial Services, Lp and Skyone Federal Credit Union. Badal maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Cuso Financial Services, L.P is a firm operating out of San Diego, CA. The firm has offices in 977 locations and a total of 803 employees. It handles $4 billion in total assets between its 25,992 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 25,992 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Cuso Financial Services, L.P provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of financial services. However, fees billed by Cuso Financial Services, L.P most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mckensie Badal Work History
Mckensie has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Skyone Federal Credit Union
Desert Financial Wealth Management
Raymond James Financial Services, Inc
Desert Financial Credit Union
Desert Financial Credit Union
Desert Financial Credit Union
Cuso Financial Services, L.P
America First Credit Union
Zions First National Bank
Church Of Jesus Christ
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mckensie Badal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services, L.P
Los Angeles, CA
Lansdale, PA
Honolulu, HI
Riverside, CA
Downingtown, PA
Quincy, MA
Anaheim, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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