Evan
Newton

Cuso Financial Services, L.P

CRD#6634411
Investment Advisor
in North Las Vegas, NV

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About this Advisor

Evan Newton is a financial advisor based out of North Las Vegas, Nevada, with 10 years in the industry. Newton is currently employed by Cuso Financial Services, L.P. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Wells Fargo and Cuso Financial Services, Lp. Newton has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nevada. Cuso Financial Services, L.P is a financial advisory firm that has its headquarters in North Las Vegas, Nevada. The company has offices in 929 locations and a total of 656 financial advisors. It oversees $4 billion in total assets across its 24,999 accounts, placing it among the largest firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 24,999 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business has a diverse range 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 largely vary depending on which services the firm provides the client. Fees charged by Cuso Financial Services, L.P most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

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

No

Office Location

2620 E. Craig Road
North Las Vegas, NV 89030

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

NV Average: 43
Total Number of Accounts

24,999

NV Average: 3,727
Average Account Size

$175,389

NV 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

Evan Newton Work History

Evan has 10 years of experience.

2021 - Present (1 year)

Cuso Financial Services, Lp

2016 - 2021 (5 years)

Ameriprise Financial Services, Inc

2012 - 2016 (4 years)

Wells Fargo

Disclosures

Evan Newton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Russell Gochneaur
Vancouver, WA
Kristian Pavlov
Dublin, CA
Matthew Knell
San Diego, CA
Kimberly Weitzel
San Diego, CA
Jesse Lugenbeel
San Diego, CA
Wayne Bellinger
Englewood, CO
Carla Hooker
San Diego, CA
Kevin Witmer
Syracuse, NY

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.

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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.

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