Glen
Kellam

Cuso Financial Services, L.P

CRD#5842522
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65

Years of Experience

33 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

10150 Meanley Drive, 1St Floor
San Diego, CA 92131

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$1,864,920,090

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

695

CA Average: 43
Total Number of Accounts

12,288

CA Average: 3,727
Average Account Size

$151,768

CA 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

Glen Kellam Work History

Glen has 33 years of experience.

2015 - Present (4 years)

Consumers Credit Union

2015 - Present (4 years)

Cuso Financial Services, Lp

2013 - 2015 (2 years)

Cetera Advisors LLC

2011 - 2012 (1 years)

Multi-Financial Securities Corporation

2009 - 2011 (2 years)

Kellam Financial Planning

1985 - 2009 (24 years)

Fifth Third Bank

Disclosures

Glen Kellam has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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