Shaun
Kimball

Cuso Financial Services, L.P

CRD#2071369
Investment Advisor
in Baldwinsville, NY

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About this Advisor

Shaun Kimball is a financial advisor based in Baldwinsville, New York with 2 years of industry experience. Kimball is currently employed by Cuso Financial Services, L.P. Their career trajectory has included roles at Lpl Financial LLC, Empower Federal Credit Union and Cuso Financial Services, Lp. Kimball holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in New York. Cuso Financial Services, L.P is an advisory firm operating out of San Diego, CA. The firm has offices in 977 locations and a total of 803 financial advisors. It controls $4 billion in assets under management among its 25,992 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 13 charities and foundations. Of its 25,992 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Cuso Financial Services, L.P has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically are based on which services the firm provides the client. Fees billed by Cuso Financial Services, L.P can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

15 East Genesee Street Suite 110
Baldwinsville, NY 13027

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

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

803

NY Average: 43
Total Number of Accounts

25,992

NY Average: 3,727
Average Account Size

$157,079

NY Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Shaun Kimball Work History

Shaun has been registered as a financial advisor for 2 years.*

2015 - Present (9 years)

Empower Federal Credit Union

2015 - Present (9 years)

Cuso Financial Services, Lp

2010 - 2015 (5 years)

Lpl Financial LLC

*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 Shaun Kimball 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, L.P

Ricky Hoskins
San Diego, CA
Gary Friedman
San Diego, CA
Teresa Brock
San Diego, CA
Ross Kumasaki
Honolulu, HI
Lolla Long
Riverside, CA
Michael Galvin
Quincy, MA
Michelle Poturich
Corvallis, OR
Jonathon Allen
Anaheim, CA

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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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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