Rachel
Marshall
Cuso Financial Services, L.P
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About this Advisor
Rachel Marshall is a financial advisor based in Fountain, Colorado, working with Cuso Financial Services, L.P. Rachel has previously held positions at Usaa Financial Advisors Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Chadron State College, Cuso Financial Services, Lp, and Ent Credit Union. Rachel has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Rachel 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
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
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
Rachel Marshall Work History
Cuso Financial Services, Lp
Ent Credit Union
Chadron State College
Usaa Investment Management Company
Usaa Financial Advisors Inc
Usaa Financial Planning Services
Disclosures
Please visit the SEC profile of Rachel Marshall 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
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Lunenburg, MA
Vancouver, WA
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Saint George, UT
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