Cuso Financial Services, L.P

Investment Advisor
in Orange Park, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Lunney is a financial advisor working out of Orange Park, Florida, with a total of 2 years of relevant experience. Lunney is currently employed by Cuso Financial Services, L.P. During their career, Lunney has held roles at Fifth Third Securities, Bbva Securities Inc, Compass Bank, Fifth Third Bank, Wells Fargo Bank, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc, Cuso Financial Services, Lp, Community First Credit Union Of Florida and Wells Fargo Advisors, LLC. Lunney maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in Florida. Cuso Financial Services, L.P is a registered investment firm operating out of San Diego, CA. The company has offices in 977 locations and a total of 803 financial advisors. It has $4 billion in assets under management between its 25,992 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 25,992 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. Cuso Financial Services, L.P provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the type of services provided. Fees billed by Cuso Financial Services, L.P likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

625 Blanding Blvd
Orange Park, FL 32073

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management


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


FL Average: 43
Total Number of Accounts


FL Average: 3,727
Average Account Size


FL Average: $2,033,427

Investment Advisory Services

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

John Lunney Work History

John has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cuso Financial Services, Lp

2021 - Present (3 years)

Community First Credit Union Of Florida

2020 - 2021 (1 year)

Bbva Wealth Solutions Inc

2016 - 2021 (5 years)

Bbva Securities Inc

2016 - 2021 (5 years)

Compass Bank

2016 - 2021 (5 years)

Bbva Compass Insurance Agency, Inc

2015 - 2016 (1 year)

Fifth Third Securities

2014 - 2015 (1 year)

Fifth Third Bank

2013 - 2014 (1 year)

Wells Fargo Bank

2013 - 2014 (1 year)

Wells Fargo Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of John Lunney 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, L.P

Joseph Herron
Lansdale, PA
James Kastner
Vernon Hills, IL
John Lunney
Orange Park, FL
Ruthanne Monteleone
Downingtown, PA
Ned Meloni
Boulder, CO
Michael Galvin
Quincy, MA
Ricky Hoskins
San Diego, CA
Kelly Rhine
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started