Nicholas
Schaaf

Cuso Financial Services, L.P

CRD#6288931
Investment Advisor
in New Port Richey, FL

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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

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

6121 State Road 54
New Port Richey, FL 34653

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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

Nicholas Schaaf Work History

Nicholas has 10 years of experience.

2019 - Present (3 years)

Cuso Financial Sevices, L.P

2012 - Present (10 years)

Suncoast Schools Fcu

2014 - 2019 (5 years)

Cuna Brokerage Services

Disclosures

Nicholas Schaaf has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

David Bailey
Cincinnati, OH
Rick Berta
San Diego, CA
Susan Mauri
San Diego, CA
Edward Rubin
North Bend, OR
Nicholas Schaaf
New Port Richey, FL
Kristian Pavlov
Dublin, CA
Ricky Hoskins
San Diego, CA
Ronald Barnette
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 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.

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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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