Cuso Financial Services, L.P
About this Advisor
Daniel Cass is a financial advisor working in Littleton, Colorado, who has been in the advisory business for 10 years. Cass is on the advisory team at Cuso Financial Services, L.P. They have spent their whole employment at Cuso Financial Services, L.p. Cass has Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Colorado. Cuso Financial Services, L.P is a financial advisory business operating out of Littleton, Colorado. The company has offices in 929 locations and a total of 656 advisors. It oversees $4 billion in assets across its 24,999 accounts, making it one of the biggest firms in the country by assets under management. The firm serves seven charities and foundations. Of its 24,999 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in investable assets. Cuso Financial Services, L.P offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types charged by Cuso Financial Services, L.P can include 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
- Pension consulting services
- Selection of other advisers
Daniel Cass Work History
Daniel has 10 years of experience.
Cuso Financial Services, Lp
Daniel Cass has no disclosures.
Please visit their SEC profile for more details.
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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 email@example.com.
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