Matthew
Knell

Cuso Financial Services, L.P

CRD#4924559
Investment Advisor
in San Diego, CA

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About this Advisor

Matthew Knell is a certified financial planner who works in San Diego, California, who has been in the advisory business for 10 years. Knell is an advisor for Cuso Financial Services, L.P. Their career trajectory has included roles at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Home Mortgage, Malone Insurance Agency, Charles Schwab & Co., Inc, Charles Schwab Bank and Cuso Financial Services, L.P. Knell maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alaska. Cuso Financial Services, L.P is a registered investment business operating in San Diego, California. It has offices in 929 locations and a total of 656 employees. It handles $4 billion in total assets between its 24,999 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 24,999 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually vary depending on the type of financial services offered. However, fee types charged by Cuso Financial Services, L.P can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

Matthew Knell Work History

Matthew has 10 years of experience.

2020 - Present (2 years)

Cuso Financial Services, L.P

2014 - 2019 (5 years)

Charles Schwab & Co., Inc

2014 - 2019 (5 years)

Charles Schwab Bank

2013 - 2014 (1 year)

Wells Fargo Bank Na

2013 - 2014 (1 year)

Wells Fargo Advisors LLC

2012 - 2012 (< 1 year)

Wells Fargo Home Mortgage

2012 - 2013 (1 year)

Malone Insurance Agency

Disclosures

Matthew Knell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Wayne Bellinger
Englewood, CO
Ricky Hoskins
San Diego, CA
Nicholas Larsen
West Valley City, UT
Russell Gochneaur
Vancouver, WA
Evan Newton
North Las Vegas, NV
David Bailey
Cincinnati, OH
Mark Kilbride
Destin, FL
Ronald Barnette
Hood River, OR

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 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.

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