Joshua
Stultz
Cuso Financial Services, L.P
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About this Advisor
Joshua Stultz is a financial advisor who works in Fort Wayne, Indiana who has 8 years of relevant experience. Stultz is an advisor for Cuso Financial Services, L.P. Throughout their career, they have worked at Jp Morgan Chase, J.P. Morgan Securities LLC, Self Employed Writer, Cuso Financial Services Lp and 3Rivers Federal Credit Union. Stultz holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Indiana. Cuso Financial Services, L.P is an advisory firm based out of San Diego, CA. The firm has offices in 977 locations and a total of 803 people on staff. It oversees $4 billion in assets between its 25,992 accounts, placing it among the largest firms in the country by assets under management. The firm advises 13 charities and foundations. Of its 25,992 client accounts, just 2% belong to high-net-worth individuals who have more than $1 million in investable assets. Cuso Financial Services, L.P has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely vary depending on the services provided. However, fees billed by Cuso Financial Services, L.P likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joshua Stultz Work History
Joshua has been registered as a financial advisor for 8 years.*
Cuso Financial Services Lp
3Rivers Federal Credit Union
Self Employed Writer
J.P. Morgan Securities LLC
Jp Morgan Chase
*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 Joshua Stultz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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