Craig
Fein

Cuso Financial Services, L.P

CRD#4744027
Investment Advisor
in Costa Mesa, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Craig Fein is a financial advisor working out of Costa Mesa, California who has 4 years of relevant experience. Fein is an advisor for Cuso Financial Services, L.P. Throughout their career, Fein has worked at Schoolsfirst Fcu Aka Orange County Teachers Federal Credit Union, Cuna Brockerage Services, Inc, Axa Advisors, LLC, Lpl Financial LLC, Kinecta Financial & Insurance Services, LLC and Cuso Financial Sevices, L.P. Fein holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Cuso Financial Services, L.P is a registered investment company headquartered in San Diego, CA. It has offices in 977 locations and a total of 803 advisors. It has $4 billion in assets under management between its 25,992 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 25,992 client accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. However, fee types billed by Cuso Financial Services, L.P likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

3195 Harbor Boulevard, Unit 1
Costa Mesa, CA 92626

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Craig Fein Work History

Craig has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cuso Financial Sevices, L.P

2014 - 2019 (5 years)

Lpl Financial LLC

2014 - 2019 (5 years)

Kinecta Financial & Insurance Services, LLC

2013 - 2014 (1 year)

Axa Advisors, LLC

2011 - 2013 (2 years)

Cuna Brockerage Services, Inc

2007 - 2013 (6 years)

Schoolsfirst Fcu Aka Orange County Teachers Federal Credit Union

*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 Craig Fein 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

Ricky Hoskins
San Diego, CA
Christopher Ellis
Los Angeles, CA
Teresa Brock
San Diego, CA
Ross Kumasaki
Honolulu, HI
Kelly Rhine
San Diego, CA
Michael Galvin
Quincy, MA
Jonathon Allen
Anaheim, CA
Michelle Poturich
Corvallis, OR

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started