Cuso Financial Services, L.P
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About this Advisor
Brian Mell is a certified financial planner based out of Canton, Michigan with 12 years of relevant experience. Mell currently works for Cuso Financial Services, L.P. Over the course of their career, Mell has held roles at Dfcu Financail Federal Credit Union and Cuso Financial Services, Lp. Mell holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Michigan. Cuso Financial Services, L.P is a registered investment firm that has its headquarters in San Diego, CA. The company has offices in 977 locations and a total of 803 employees. It controls $4 billion in assets under management across its 25,992 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 13 charitable organizations. Of its 25,992 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which service is offered. However, fee types billed by Cuso Financial Services, L.P may include asset-based, hourly and fixed fees.
Certifications and Registrations
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Cuso Financial Services, L.P Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brian Mell Work History
Brian has been registered as a financial advisor for 12 years.*
Dfcu Financail Federal Credit Union
Cuso Financial Services, Lp
*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.
Please visit the SEC profile of Brian Mell 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 firstname.lastname@example.org.
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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.