Logan
Lepe

Cuso Financial Services, L.P

CRD#4973226
Investment Advisor
in San Diego, CA

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About this Advisor

Logan Lepe is a financial advisor who works in San Diego, California, who has been in the financial industry for 10 years. Lepe is an advisor for Cuso Financial Services, L.P. During their career, Lepe has held roles at Pacific Trust Bank, Cuso Financial Services, Lp and University Federal Credit Union. Lepe maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Cuso Financial Services, L.P is a firm headquartered in San Diego, California. The firm has offices in 929 locations and a total of 656 financial advisors. It has $4 billion in total assets among its 24,999 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 24,999 accounts, just 3% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely are based on which services are provided. Fee types charged by Cuso Financial Services, L.P can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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

Disclosures

No

Office Location

10150 Meanley Drive, 1St Floor
San Diego, CA 92131

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

CA Average: 43
Total Number of Accounts

24,999

CA Average: 3,727
Average Account Size

$175,389

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Logan Lepe Work History

Logan has 10 years of experience.

2016 - Present (6 years)

University Federal Credit Union

2013 - Present (9 years)

Cuso Financial Services, Lp

2012 - 2013 (1 year)

Pacific Trust Bank

Disclosures

Logan Lepe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Mark Kilbride
Destin, FL
James Yocom
San Diego, CA
Susan Mauri
San Diego, CA
Nicholas Larsen
West Valley City, UT
Ronald Barnette
Hood River, OR
Christopher Mccain
San Diego, CA
Carla Hooker
San Diego, CA
Ricky Hoskins
San Diego, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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