John
Kirwan

Cuso Financial Services, L.P

CRD#5599781
Investment Advisor
in Fayetteville, NY

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7320 E Genesee Street
Fayetteville, NY 13066

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,664,869,848

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

833

NY Average: 43
Total Number of Accounts

26,968

NY Average: 3,727
Average Account Size

$172,978

NY Average: $2,033,427

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

2015 - Present (9 years)

Cuso Financial Services, Lp

2010 - Present (14 years)

Empower Associated Services

2010 - 2015 (5 years)

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

Alfonzo Credit
Ann Arbor, MI
Christopher Pagan
Colorado Springs, CO
Christopher Casale
Wilbraham, MA
Alice Haneman
Vancouver, WA
Doris Caramello
San Diego, CA
Margaret Motsinger
Winston Salem, NC
James Curenton
Dearborn, MI
William Dobbins
Saint George, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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