Ross
Kumasaki

Cuso Financial Services, L.P

CRD#5861776
Investment Advisor
in Honolulu, HI

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About this Advisor

Ross Kumasaki is a financial advisor working out of Honolulu, Hawaii, who has 3 years of relevant experience. Kumasaki is on the advisory team at Cuso Financial Services, L.P. Throughout their career, they have worked at Lpl Financial, American Savings Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Cuso Financial Services, Lp and Hawaii State Federal Credit Union. Kumasaki has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Hawaii. Cuso Financial Services, L.P is a registered investment business that has its headquarters in San Diego, CA. It has offices in 977 locations and a total of 803 people on staff. It manages $4 billion in assets among its 25,992 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 13 charitable organizations. Of its 25,992 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Cuso Financial Services, L.P most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

560 Halekauwila Street
Honolulu, HI 96813

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

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

803

HI Average: 43
Total Number of Accounts

25,992

HI Average: 3,727
Average Account Size

$157,079

HI 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

Ross Kumasaki Work History

Ross has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cuso Financial Services, Lp

2020 - Present (4 years)

Hawaii State Federal Credit Union

2018 - 2020 (2 years)

Cetera Investment Advisers LLC

2017 - 2020 (3 years)

Cetera Investment Services LLC

2017 - 2018 (1 year)

Cetera Investment Advisers LLC

2013 - 2017 (4 years)

Lpl Financial

2013 - 2020 (7 years)

American Savings Bank

*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.

Disclosures

Please visit the SEC profile of Ross Kumasaki 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

Kelly Rhine
San Diego, CA
Ruthanne Monteleone
Downingtown, PA
Ross Kumasaki
Honolulu, HI
Lolla Long
Riverside, CA
Christopher Ellis
Los Angeles, CA
Michael Galvin
Quincy, MA
Michelle Poturich
Corvallis, OR
Jonathon Allen
Anaheim, 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 profile-compliance@smartasset.com.

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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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