Matthew
Harris

Cuso Financial Services, L.P

CRD#6273357
Investment Advisor
in Fountain, CO

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About this Advisor

Matthew Harris is a financial advisor based in Fountain, Colorado, working with Cuso Financial Services, L.P. Matthew has previously held positions at Usaa Financial Advisors Inc, Usaa Financial Planning Services, Ent Credit Union, and Cuso Financial Services, L.P. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Matthew is part of Cuso Financial Services, L.P, which operates out of Fountain, 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 63, 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

6965 Mesa Ridge Pkwy Suite 110
Fountain, CO 80817

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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

Matthew Harris Work History

2017 - Present (7 years)

Ent Credit Union

2017 - Present (7 years)

Cuso Financial Services, Lp

2013 - 2016 (3 years)

Usaa Financial Advisors Inc

2013 - 2016 (3 years)

Usaa Financial Planning Services

Disclosures

Please visit the SEC profile of Matthew Harris 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

Christopher Casale
Wilbraham, MA
Doris Caramello
San Diego, CA
Monica Cardenas
Anaheim, CA
Alice Haneman
Vancouver, WA
Ryan Leblanc
Lunenburg, MA
Alfonzo Credit
Ann Arbor, MI
James Curenton
Dearborn, MI
William Dobbins
Saint George, UT

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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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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