Daniel
Cass

Cuso Financial Services, L.P

CRD#2210998
Investment Advisor
in Littleton, CO

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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

Series 63, 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

8001 Southpark Way
Littleton, CO 80120

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

CO Average: 43
Total Number of Accounts

24,999

CO Average: 3,727
Average Account Size

$175,389

CO 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

Daniel Cass Work History

Daniel has 10 years of experience.

2012 - Present (10 years)

Cuso Financial Services, Lp

Disclosures

Daniel Cass has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

David Bailey
Cincinnati, OH
Rick Berta
San Diego, CA
Susan Mauri
San Diego, CA
Edward Rubin
North Bend, OR
Nicholas Schaaf
New Port Richey, FL
Kristian Pavlov
Dublin, CA
Ricky Hoskins
San Diego, CA
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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