Scott
Kramling

Cuso Financial Services, L.P

CRD#4192136
Investment Advisor
in Yuma, AZ

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About this Advisor

Scott Kramling is a financial advisor located in Yuma, Arizona. Currently a registered investment advisor at Cuso Financial Services, L.P, they have gathered 11 years of work experience in the financial advisory industry. Kramling maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Kramling can serve clients based out of California. Over the course of their career, Kramling has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, American Red Cross, Save The Bay, Hawaii Pacific University, John Hancock Financial Network, Bank Of America, N.A, California Credit Union and Cuso Financial Services, Inc. Cuso Financial Services, L.P is based out of Yuma, Arizona, and has 927 additional locations in the United States. In total, Cuso Financial Services, L.P oversees $3 billion in assets throughout 18,783 accounts and employs more than 726 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 1,770 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Cuso Financial Services, L.P provides 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 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

2231 S Elks Lane #68
Yuma, AZ 85364

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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

Scott Kramling Work History

Scott has 11 years of experience.

2020 - Present (1 year)

California Credit Union

2020 - Present (1 year)

Cuso Financial Services, Inc

2018 - 2019 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2018 (< 1 year)

John Hancock Financial Network

2018 - 2019 (1 year)

Bank Of America, N.A

2014 - 2017 (3 years)

American Red Cross

2012 - 2014 (2 years)

Hawaii Pacific University

2011 - 2011 (< 1 year)

Save The Bay

2009 - 2011 (2 years)

American Red Cross

Disclosures

Scott Kramling 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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