Theodore
Paprocki

Cuso Financial Services, L.P

CRD#4540079
Investment Advisor
in Moline, IL

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About this Advisor

Theodore Paprocki is a financial advisor who works in Moline, Illinois, who has been in the financial industry for 10 years. Paprocki currently works for Cuso Financial Services, L.P. They have spent all of their employment at Cuso Financial Services, L.p. Paprocki maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to work in Illinois. Cuso Financial Services, L.P is a registered investment business that has its headquarters in Moline, Illinois. The investment advisory business has offices in 929 locations and a total of 656 advisors. It has $4 billion in total assets across its 24,999 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 24,999 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Cuso Financial Services, L.P performs a number 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 typically are based on which services the firm provides the client. Fees billed by Cuso Financial Services, L.P likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

Yes

Office Location

1900 52Nd Avenue
Moline, IL 61265

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

IL Average: 43
Total Number of Accounts

24,999

IL Average: 3,727
Average Account Size

$175,389

IL 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

Theodore Paprocki Work History

Theodore has 10 years of experience.

2012 - Present (10 years)

Cuso Financial Services, Lp

Disclosures

Theodore Paprocki has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Steven Liang
Gardena, CA
Brian Rumbles
Saint Petersburg, FL
David Jones
San Diego, CA
Aimee Morrison
Newark, OH
James Yocom
San Diego, CA
Ricky Hoskins
San Diego, CA
Ronald Barnette
Hood River, OR
Bruce Joseph
Clyde, OH

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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