Brian
Rumbles

Cuso Financial Services, L.P

CRD#6697898
Investment Advisor
in Saint Petersburg, FL

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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

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7301 Dr. Martin Luther King, Jr. St. N.
Saint Petersburg, FL 33702

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

FL Average: 43
Total Number of Accounts

24,999

FL Average: 3,727
Average Account Size

$175,389

FL Average: $2,033,427

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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.

2018 - Present (5 years)

Grow Financial Federal Credit Union

2018 - Present (5 years)

Cuso Financial Services, Lp

2016 - 2018 (2 years)

Ameriprise Financial Services, Inc

2013 - 2016 (3 years)

The Home Depot

2012 - 2013 (1 year)

Miracosta College

Disclosures

Brian Rumbles has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Ronald Barnette
Hood River, OR
Therese Misner
Corvallis, OR
David Jones
San Diego, CA
Theodore Paprocki
Moline, IL
Ricky Hoskins
San Diego, CA
Lisa Drahman
San Diego, CA
Nicholas Schaaf
New Port Richey, FL
Kevin Witmer
Syracuse, NY

The content in this profile was updated by SmartAsset on 04/01/2022 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 profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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