Joshua
Beasinger

Cuso Financial Services, L.P

CRD#7716416
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Joshua Beasinger is a financial advisor based in Colorado Springs, Colorado, working with Cuso Financial Services, L.P. Joshua has previously held positions at Life Christian Academy, Point Defiance Zoo And Aquarium, Colorado Christian University, Codex Construction, Dominos, Colorado Christian University Mail Services, Red Rock Recovery Center, Prestige Fitness, Fidelity Investments, Cuso Financial Services, L.P, and Blue Federal Credit Union. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Joshua is part of Cuso Financial Services, L.P, which operates out of Colorado Springs, Colorado. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2735 Dublin Blvd
Colorado Springs, CO 80918

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,664,869,848

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

833

CO Average: 43
Total Number of Accounts

26,968

CO Average: 3,727
Average Account Size

$172,978

CO Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Joshua Beasinger Work History

2024 - Present (0 year)

Cuso Financial Services, Lp

2024 - Present (0 year)

Blue Federal Credit Union

2023 - Present (1 year)

Fidelity Investments

2022 - 2023 (1 year)

Red Rock Recovery Center

2021 - 2021 (< 1 year)

Prestige Fitness

2020 - 2021 (1 year)

Dominos

2020 - 2021 (1 year)

Colorado Christian University Mail Services

2019 - 2019 (< 1 year)

Codex Construction

2019 - 2020 (1 year)

Colorado Christian University

2018 - 2018 (< 1 year)

Point Defiance Zoo And Aquarium

2018 - 2019 (1 year)

Colorado Christian University

2013 - 2018 (5 years)

Life Christian Academy

Disclosures

Please visit the SEC profile of Joshua Beasinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cuso Financial Services

Margaret Motsinger
Winston Salem, NC
Leslie Keng
San Antonio, TX
Edwin Reynolds
Jacksonville, FL
Alfonzo Credit
Ann Arbor, MI
Mark Stutz
San Diego, CA
Gillian Stoddard
Brooklyn, NY
James Curenton
Dearborn, MI
Doris Caramello
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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