Kevin
Burns
Cuso Financial Services, L.P
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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
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
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
Genesis Wealth Partners
Cuso Financial Services, Lp
Cuso Financial Services, Lp
Skyone Federal Credit Union
Thrivent Investment Management Inc
Northwestern Mutual Life Insurance Company
Bunzl Distribution
Marriott
Marriott
Marriott
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.
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