Cuso Financial Services, L.P
About this Advisor
Scott Herrmann is a certified financial planner working out of Boulder, Colorado, who has 10 years of work experience. Herrmann is an employee of Cuso Financial Services, L.P. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Lpl Financial, Elevations Credit Union and Cuso Financial Services, Lp. Herrmann has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Cuso Financial Services, L.P is a financial advisory business headquartered in Boulder, Colorado. The firm has offices in 927 locations and a total of 726 financial advisors. It controls $3 billion in assets under management between its 18,783 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 18,783 customer accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on which services are provided. Fee types billed by Cuso Financial Services, L.P can consist of 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
- Selection of other advisers
Scott Herrmann Work History
Scott has 10 years of experience.
Elevations Credit Union
Cuso Financial Services, Lp
Wells Fargo Advisors, LLC
Scott Herrmann has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
Ann Arbor, MI
San Diego, CA
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.