Scott
Herrmann

Cuso Financial Services, L.P

CRD#5491176
Investment Advisor
in Boulder, CO

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2960 Diagonal Highway
Boulder, CO 80301

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$3,330,268,306

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

726

CO Average: 43
Total Number of Accounts

18,783

CO Average: 3,727
Average Account Size

$177,302

CO Average: $2,033,427

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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.

2013 - Present (9 years)

Elevations Credit Union

2013 - Present (9 years)

Cuso Financial Services, Lp

2011 - 2013 (2 years)

Lpl Financial

2010 - 2011 (1 year)

Wells Fargo Advisors, LLC

Disclosures

Scott Herrmann has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Sean Lynch
Somonauk, IL
Rahil Machiwalla
Fremont, CA
John Potter
Boise, ID
Thomas Brunz
Denver, CO
Shannon Mckee
Ann Arbor, MI
Wayne Sellar
Fitchburg, MA
Leonard Ludovico
Belmar, NJ
Richard Champion
San Diego, CA

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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