Leif
Tinsley
Cuso Financial Services, L.P
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About this Advisor
Leif Tinsley is a financial advisor based in Rohnert Park, California, working with Cuso Financial Services, L.P. Leif has previously held positions at Edward Jones, Optio Solutions, Healdsburg Bar And Grill, Cuso Financial Services, and Patelco Credit Union. Leif has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Leif is part of Cuso Financial Services, L.P, which operates out of Rohnert Park, 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
Leif Tinsley Work History
Cuso Financial Services
Patelco Credit Union
Edward Jones
Optio Solutions
Healdsburg Bar And Grill
Edward Jones
Disclosures
Please visit the SEC profile of Leif Tinsley 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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