Kevin
Burns

Cuso Financial Services, L.P

CRD#6948777
Investment Advisor
in Marina Del Rey, CA

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About this Advisor

Kevin Burns is a financial advisor based in Marina Del Rey, California, working with Cuso Financial Services, L.P. Kevin has previously held positions at Marriott, Bunzl Distribution, Northwestern Mutual Life Insurance Company, Thrivent Investment Management Inc, Cuso Financial Services, Lp, Skyone Federal Credit Union, and Genesis Wealth Partners. Kevin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California and Texas. Currently, Kevin is part of Cuso Financial Services, L.P, which operates out of Marina Del Rey, California. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Marina Del Rey, CA

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,664,869,848

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

833

CA Average: 43
Total Number of Accounts

26,968

CA Average: 3,727
Average Account Size

$172,978

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kevin Burns Work History

2024 - Present (0 year)

Genesis Wealth Partners

2024 - Present (0 year)

Cuso Financial Services, Lp

2020 - Present (4 years)

Cuso Financial Services, Lp

2020 - Present (4 years)

Skyone Federal Credit Union

2019 - 2020 (1 year)

Thrivent Investment Management Inc

2018 - 2019 (1 year)

Northwestern Mutual Life Insurance Company

2017 - 2018 (1 year)

Bunzl Distribution

2015 - 2017 (2 years)

Marriott

2014 - 2015 (1 year)

Marriott

2014 - 2014 (< 1 year)

Marriott

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kevin Burns 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

Andy Murphy
Vancouver, WA
Matthew Wallace
Burleson, TX
Ryan Leblanc
Lunenburg, MA
Alice Haneman
Vancouver, WA
Alfonzo Credit
Ann Arbor, MI
Franklin Flower
Wichita, KS
James Curenton
Dearborn, MI
William Dobbins
Saint George, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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