Louis
Petrucco
Cuso Financial Services, L.P
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About this Advisor
Louis Petrucco is a financial advisor based in Livonia, Michigan who has 5 years of relevant experience. Petrucco is on the advisory team at Cuso Financial Services, L.P. Petrucco has gained experience at Comerica Bank, Comerica Securities, Minnesota Life, Securian Financial Services Inc, Wealth Strategies Financial Group, Citizens Securities, Inc, Cuso Financial Services, Lp and Dfcu Financial. Petrucco holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Cuso Financial Services, L.P is a financial advisory company operating out of San Diego, CA. It has offices in 977 locations and a total of 803 financial advisors. It manages $4 billion in assets under management across its 25,992 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 25,992 accounts, just 2% are held by high-net-worth clients who have at least $1 million in investable assets. Cuso Financial Services, L.P provides a number 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 usually vary depending on which services are offered. Fee types billed by Cuso Financial Services, L.P may include 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
Louis Petrucco Work History
Louis has been registered as a financial advisor for 5 years.*
Cuso Financial Services, Lp
Dfcu Financial
Minnesota Life
Securian Financial Services Inc
Wealth Strategies Financial Group
Citizens Securities, Inc
Comerica Bank
Comerica Securities
*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 Louis Petrucco 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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