John
Kirwan
Cuso Financial Services, L.P
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About this Advisor
John Kirwan is a financial advisor based in Fayetteville, New York, working with Cuso Financial Services, L.P. John has previously held positions at Lpl Financial, Empower Associated Services, and Cuso Financial Services, Lp. John has passed the Series 66 regulatory exam and is registered to provide services in New Jersey, New York, and Texas. Currently, John is part of Cuso Financial Services, L.P, which operates out of Fayetteville, New York. 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
John Kirwan Work History
Cuso Financial Services, Lp
Empower Associated Services
Lpl Financial
Disclosures
Please visit the SEC profile of John Kirwan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services
Wilbraham, MA
Winston Salem, NC
Anaheim, CA
Vancouver, WA
Lunenburg, MA
San Diego, CA
Dearborn, MI
Saint George, UT
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