Jeanann
Kramer

Cuso Financial Services, L.P

CRD#4897459
Investment Advisor
in San Diego, CA
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About this Advisor

Jeanann Kramer is a financial advisor based in San Diego, California, who has been in the advisory business for 11 years. Kramer works at Cuso Financial Services, L.P. Over the course of their career, they have held roles at Sii Investments, Us Bank, Community First Credit Union and Cuso Financial Services, Lp. Kramer maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to operate in Wisconsin. Cuso Financial Services, L.P is a financial advisory business based out of San Diego, California. The investment advisory business has offices in 927 locations and a total of 695 advisors. It administers $2 billion in total assets across its 12,288 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 12,288 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Cuso Financial Services, L.P performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which services are provided. Fees billed by Cuso Financial Services, L.P can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

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

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$1,925,370,981

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

703

CA Average: 43
Total Number of Accounts

11,991

CA Average: 3,727
Average Account Size

$160,568

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

Jeanann Kramer Work History

Jeanann has 11 years of experience.

2018 - Present (1 years)

Community First Credit Union

2018 - Present (1 years)

Cuso Financial Services, Lp

2010 - 2018 (8 years)

Sii Investments

2007 - 2010 (3 years)

Us Bank

Disclosures

Jeanann Kramer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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