Cuso Financial Services, L.P
About this Advisor
Eugene Fistani is a financial advisor based in Colorado Springs, Colorado, who has been in the financial industry for 12 years. Fistani currently works for Cuso Financial Services, L.P. The advisor has gained experience at Cuso Financial Services, Lp and Ent Federal Credit Union. Fistani has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in Colorado. Cuso Financial Services, L.P is a registered investment business headquartered in Colorado Springs, Colorado. The firm has offices in 929 locations and a total of 656 advisors. It manages $4 billion in assets among its 24,999 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 24,999 customer accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets available to invest. Cuso Financial Services, L.P provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management vary depending on which services are provided. However, fee types billed by Cuso Financial Services, L.P likely 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
Eugene Fistani Work History
Eugene has 12 years of experience.
Cuso Financial Services, Lp
Ent Federal Credit Union
Eugene Fistani 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. 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.
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