Cuso Financial Services, L.P
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About this Advisor
Michal Slate is a certified financial planner operating in San Diego, California, who has been in the financial industry for 11 years. Slate currently works for Cuso Financial Services, L.P. During their career, the advisor has held roles at U.S. Bancorp Investments, Inc, U.S. Bank, Wells Fargo Bank, N.A, Wells Fargo Advisors, LLC, Cuso Financial Services, Lp and Rogue Federal Credit Union. Slate has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in Oregon. Cuso Financial Services, L.P is an advisory company that has its headquarters in San Diego, California. The firm has offices in 927 locations and a total of 695 financial advisors. It controls $2 billion in total assets among its 12,288 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 12,288 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on which services are offered. Fee types billed by Cuso Financial Services, L.P may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michal Slate Work History
Michal has 11 years of experience.
Cuso Financial Services, Lp
Rogue Federal Credit Union
Wells Fargo Bank, N.A
Wells Fargo Advisors, LLC
U.S. Bancorp Investments, Inc
Michal Slate has no disclosures.
Please visit their SEC profile for more details.