Christopher
Rafanan

Cuso Financial Services, L.P

CRD#2552673
Investment Advisor
in Citrus Heights, CA

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About this Advisor

Christopher Rafanan is a financial advisor who works in Citrus Heights, California who has 3 years of relevant experience. Rafanan currently works for Cuso Financial Services, L.P. Rafanan has gained experience at Cuna Brokerage Services, Inc, Cuna Mutual Group, Patelco Credit Union and Cuso Financial Services, Lp. Rafanan has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Cuso Financial Services, L.P is a business operating out of San Diego, CA. It has offices in 977 locations and a total of 803 people on staff. It oversees $4 billion in assets among its 25,992 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 13 charities and foundations. Of its 25,992 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Cuso Financial Services, L.P likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6100 Birdcage Lane, Suite 125
Citrus Heights, CA 95610

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

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

803

CA Average: 43
Total Number of Accounts

25,992

CA Average: 3,727
Average Account Size

$157,079

CA Average: $2,033,427

Investment Advisory Services

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

Christopher Rafanan Work History

Christopher has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Patelco Credit Union

2020 - Present (4 years)

Cuso Financial Services, Lp

2002 - 2020 (18 years)

Cuna Brokerage Services, Inc

2002 - 2020 (18 years)

Cuna Mutual Group

*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 Christopher Rafanan 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

Kelly Rhine
San Diego, CA
John Lunney
Orange Park, FL
Ricky Hoskins
San Diego, CA
Lolla Long
Riverside, CA
Christopher Ellis
Los Angeles, CA
Michael Galvin
Quincy, MA
Michelle Poturich
Corvallis, OR
Jonathon Allen
Anaheim, 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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