Cuso Financial Services, L.P
Answer a few questions and
get matched with an advisor.
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cuso Financial Services, L.P Brokerage Details
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.*
Empower Federal Credit Union
Cuso Financial Services, Lp
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.
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
San Diego, CA
Vernon Hills, IL
San Diego, 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 email@example.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. 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.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.