Jesse
Lugenbeel
Cuso Financial Services, L.P
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About this Advisor
Jesse Lugenbeel is a certified financial planner working in San Diego, California with 3 years of industry experience. Lugenbeel works at Cuso Financial Services, L.P. Their career trajectory has included roles at Ebay Inc, Northwestern Mutual Life Insurance Company, Northeestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company and Todd Grabner. Lugenbeel maintains a Series 63 license, designating them as a securities representative, and is registered to advise clients in Utah. Cuso Financial Services, L.P is an advisory firm headquartered in San Diego, CA. It has offices in 977 locations and a total of 803 people on staff. It handles $4 billion in total assets between its 25,992 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 13 charitable organizations. Of its 25,992 client accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Cuso Financial Services, L.P has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on the type of financial services offered. Fees billed by Cuso Financial Services, L.P most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jesse Lugenbeel Work History
Jesse has been registered as a financial advisor for 3 years.*
Todd Grabner
Northeestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Wealth Management Company
Ebay Inc
*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 Jesse Lugenbeel 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
Fullerton, CA
San Diego, CA
Downingtown, PA
Hawthorne, CA
Fountain, CO
Quincy, MA
Corvallis, OR
San Diego, 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.
