Bradford
Rowe
Cuso Financial Services, L.P
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About this Advisor
Bradford Rowe is a financial advisor based in Caledonia, Michigan, working with Cuso Financial Services, L.P. Bradford has previously held positions at Usaa Financial Planning Services, Usaa Financial Advisors Inc, Dan Lewis State Farm Agency, Vast, Lowe's, Usaa Investment Management Company, Fidelity, Cuso Financial Services, L.P, Consumers Credit Union, and Wells Fargo Clearing Services LLC. Bradford has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Bradford is part of Cuso Financial Services, L.P, which operates out of Caledonia, Michigan. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Bradford Rowe Work History
Cuso Financial Services, Lp
Consumers Credit Union
Fidelity
Wells Fargo Clearing Services LLC
Usaa Financial Planning Services
Usaa Financial Advisors Inc
Usaa Investment Management Company
Dan Lewis State Farm Agency
Vast
Lowe'S
Disclosures
Please visit the SEC profile of Bradford Rowe 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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