Karl
Gerstenacker

Cuso Financial Services, L.P

CRD#6655199
Investment Advisor
in Los Angeles, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Karl Gerstenacker is a financial advisor who works out of Los Angeles, California. Gerstenacker works at Cuso Financial Services, L.P. Over the course of their career, they have held roles at Edward Jones, Houzz, Enterprise Holdings, Inc, Wescom Financial Services, LLC and Cuso Financial Services, Lp. Gerstenacker maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Cuso Financial Services, L.P is a business based out of San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 employees. It has $4 billion in assets among its 25,992 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 13 charities and foundations. Of its 25,992 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. The business provides a diverse assortment 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 vary depending on the services. However, fee types charged by Cuso Financial Services, L.P may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

308 Westwood Plaza
Los Angeles, CA 90095

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

Karl Gerstenacker Work History

Karl has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Cuso Financial Services, Lp

2017 - Present (7 years)

Wescom Financial Services, LLC

2016 - 2017 (1 year)

Edward Jones

2015 - 2016 (1 year)

Houzz

2011 - 2015 (4 years)

Enterprise Holdings, 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 Karl Gerstenacker 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

Erik Waldron
Mason, OH
Ned Meloni
Boulder, CO
Ricky Hoskins
San Diego, CA
Lolla Long
Riverside, CA
Joseph Herron
Lansdale, PA
Michael Galvin
Quincy, MA
Teresa Brock
San Diego, CA
Ross Kumasaki
Honolulu, HI

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