Kevin
Witmer

Cuso Financial Services, L.P

CRD#6369447
Investment Advisor
in Syracuse, NY

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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

Series 63, 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

521 Erie Blvd West
Syracuse, NY 13204

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

NY Average: 43
Total Number of Accounts

24,999

NY Average: 3,727
Average Account Size

$175,389

NY 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

Kevin Witmer Work History

Kevin has 10 years of experience.

2021 - Present (1 year)

Cuso Financial Services, Lp

2021 - Present (1 year)

Empower Federal Credit Union

2018 - 2021 (3 years)

Key Bank

2018 - 2021 (3 years)

Key Investment Services, LLC

2015 - 2018 (3 years)

Nylife Securities LLC

2014 - 2018 (4 years)

New York Life Insurance Co

2013 - 2021 (8 years)

Holy Cross Church

2012 - 2014 (2 years)

Music & Arts, Inc

Disclosures

Kevin Witmer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Susan Mauri
San Diego, CA
James Yocom
San Diego, CA
Evan Newton
North Las Vegas, NV
Cameron Anderson
Fountain, CO
Christopher Mccain
San Diego, CA
Ricky Hoskins
San Diego, CA
Daniel Hancock
Cheyenne, WY
Therese Misner
Corvallis, OR

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.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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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