Rochelle
Dungca-Schreiber

Cuso Financial Services, L.P

CRD#2352077
Investment Advisor
in Yuma, AZ

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About this Advisor

Rochelle Dungca-Schreiber is a financial advisor who works in Yuma, Arizona, who has 13 years in the industry. Dungca-Schreiber is an employee of Cuso Financial Services, L.P. Their career trajectory has included roles at Cuso Financial Services, Lp and Oregon State Credit Union. Dungca-Schreiber holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Oregon. Cuso Financial Services, L.P is an advisory firm that has its headquarters in Yuma, Arizona. The firm has offices in 927 locations and a total of 726 financial advisors. It oversees $3 billion in total assets between its 18,783 accounts, placing it among the largest firms in the country by assets under management. Of its 18,783 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely depend on the services. Fee types billed by Cuso Financial Services, L.P most likely include any blend of 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

Yuma, AZ

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$3,330,268,306

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

726

AZ Average: 43
Total Number of Accounts

18,783

AZ Average: 3,727
Average Account Size

$177,302

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

Rochelle Dungca-Schreiber Work History

Rochelle has 13 years of experience.

2007 - Present (14 years)

Cuso Financial Services, Lp

2007 - Present (14 years)

Oregon State Credit Union

Disclosures

Rochelle Dungca-Schreiber has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Wayne Bellinger
Englewood, CO
John Greene
Carson, CA
Troy Strong
Austell, GA
Logan Lepe
San Diego, CA
Venkatesh Kurvari
Frisco, TX
Benn Smith
Bethlehem, PA
David Garres
Erie, PA
Craig Maytubby
Bakersfield, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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