Cuso Financial Services, L.P
About this Advisor
Brian Rumbles is a financial advisor operating in Saint Petersburg, Florida, who has been in the financial industry for 10 years. Rumbles currently works for Cuso Financial Services, L.P. During their career, Rumbles has held roles at Ameriprise Financial Services, Inc, The Home Depot, Miracosta College, Grow Financial Federal Credit Union and Cuso Financial Services, Lp. Rumbles maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Cuso Financial Services, L.P is a registered investment firm headquartered in Saint Petersburg, Florida. It has offices in 929 locations and a total of 656 people on staff. It has $4 billion in total assets among its 24,999 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 24,999 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in investable assets. Cuso Financial Services, L.P has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services usually depend on which services the firm provides the client. However, fees charged by Cuso Financial Services, L.P can be comprised of any blend 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
- Pension consulting services
- Selection of other advisers
Brian Rumbles Work History
Brian has 10 years of experience.
Grow Financial Federal Credit Union
Cuso Financial Services, Lp
Ameriprise Financial Services, Inc
The Home Depot
Brian Rumbles has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
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