Cuso Financial Services, L.P
About this Advisor
Nicholas Schaaf is a financial advisor based in New Port Richey, Florida, who has been in the advisory business for 10 years. Schaaf is on the advisory team at Cuso Financial Services, L.P. Schaaf has gained experience at Suncoast Schools Fcu, Cuna Brokerage Services and Cuso Financial Sevices, L.P. Schaaf has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Cuso Financial Services, L.P is an advisory firm headquartered in New Port Richey, Florida. The investment advisory business has offices in 929 locations and a total of 656 financial advisors. It has $4 billion in assets among its 24,999 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 24,999 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in investable assets. Cuso Financial Services, L.P offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Cuso Financial Services, L.P can be comprised 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
Nicholas Schaaf Work History
Nicholas has 10 years of experience.
Cuso Financial Sevices, L.P
Suncoast Schools Fcu
Cuna Brokerage Services
Nicholas Schaaf has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
San Diego, CA
San Diego, CA
North Bend, OR
New Port Richey, FL
San Diego, CA
Hood River, OR
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 email@example.com.
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