Cuso Financial Services, L.P
About this Advisor
Kevin Witmer is a financial advisor working in Syracuse, New York, with a total of 10 years of financial industry experience. Witmer is currently employed by Cuso Financial Services, L.P. The advisor has gained experience at Nylife Securities LLC, New York Life Insurance Co, Music & Arts, Inc, Holy Cross Church, Key Bank, Key Investment Services, LLC, Cuso Financial Services, Lp and Empower Federal Credit Union. Witmer has Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in New York. Cuso Financial Services, L.P is an advisory business that has its headquarters in Syracuse, New York. The investment advisory business has offices in 929 locations and a total of 656 financial advisors. It oversees $4 billion in assets under management between its 24,999 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 24,999 customer accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in investable assets. Cuso Financial Services, L.P performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely are based on which services the firm provides the client. However, fee types charged by Cuso Financial Services, L.P most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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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
Kevin Witmer Work History
Kevin has 10 years of experience.
Cuso Financial Services, Lp
Empower Federal Credit Union
Key Investment Services, LLC
Nylife Securities LLC
New York Life Insurance Co
Holy Cross Church
Music & Arts, Inc
Kevin Witmer has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
San Diego, CA
San Diego, CA
North Las Vegas, NV
San Diego, CA
San Diego, CA
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