Kevin
Witmer
Cuso Financial Services, L.P
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About this Advisor
Kevin Witmer is a financial advisor who works out of Canandaigua, New York who has 2 years of relevant experience. Witmer is currently employed by Cuso Financial Services, L.P. Their career trajectory has included roles 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, which qualify them as a securities broker, and is approved to work in New York. Cuso Financial Services, L.P is an advisory business operating out of San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 advisors. It controls $4 billion in assets among its 25,992 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 13 charitable organizations. Of its 25,992 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on the services provided. Fees charged by Cuso Financial Services, L.P can include some combination of 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
Kevin Witmer Work History
Kevin has been registered as a financial advisor for 2 years.*
Cuso Financial Services, Lp
Empower Federal Credit Union
Key Bank
Key Investment Services, LLC
Nylife Securities LLC
New York Life Insurance Co
Holy Cross Church
Music & Arts, Inc
*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 Kevin Witmer 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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San Diego, CA
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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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