Michal
Slate

Cuso Financial Services, L.P

CRD#5077332
Investment Advisor
in San Diego, CA
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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, 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

$1,925,370,981

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

703

CA Average: 43
Total Number of Accounts

11,991

CA Average: 3,727
Average Account Size

$160,568

CA Average: $2,033,427

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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.

2014 - Present (5 years)

Cuso Financial Services, Lp

2014 - Present (5 years)

Rogue Federal Credit Union

2010 - 2014 (4 years)

Wells Fargo Bank, N.A

2010 - 2014 (4 years)

Wells Fargo Advisors, LLC

2008 - 2010 (2 years)

U.S. Bancorp Investments, Inc

2007 - 2010 (3 years)

U.S. Bank

Disclosures

Michal Slate has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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