Cuso Financial Services, L.P
Answer a few questions and
get matched with an advisor.
About this Advisor
Glen Kellam is a financial advisor based out of San Diego, California, who has been in the financial industry for 33 years. Kellam is an advisor for Cuso Financial Services, L.P. During their career, the advisor has held roles at Cetera Advisors LLC, Kellam Financial Planning, Fifth Third Bank, Multi-Financial Securities Corporation, Consumers Credit Union and Cuso Financial Services, Lp. Kellam has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Michigan. Cuso Financial Services, L.P is a registered investment company that has its headquarters in San Diego, California. The firm has offices in 927 locations and a total of 695 financial advisors. It administers $2 billion in total assets among its 12,288 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 12,288 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets available to invest. 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 management usually depend on which service is offered. Fees billed by Cuso Financial Services, L.P may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Glen Kellam Work History
Glen has 33 years of experience.
Consumers Credit Union
Cuso Financial Services, Lp
Cetera Advisors LLC
Multi-Financial Securities Corporation
Kellam Financial Planning
Fifth Third Bank
Glen Kellam has no disclosures.
Please visit their SEC profile for more details.