Kyle
Leonard
Cuso Financial Services, L.P
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About this Advisor
Kyle Leonard is a certified financial planner working in Charlotte, North Carolina, who has 2 years of industry experience. Leonard is currently employed by Cuso Financial Services, L.P. During their career, Leonard has held roles at Leonard Delivery Service, Inc, Edward Jones, Wells Fargo/Remx Financial, Fedex Ground, Lincoln Financial, Fund Direct Advisors, Intercarolina Financial Services, Inc, Cuso Financial Services, Lp and Truliant Federal Credit Union. Leonard holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Cuso Financial Services, L.P is a registered investment firm that has its headquarters in San Diego, CA. It has offices in 977 locations and a total of 803 employees. It has $4 billion in total assets across its 25,992 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 25,992 client accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. 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. Financial advisory fees largely are based on which services are offered. Fee types charged by Cuso Financial Services, L.P likely include 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
Kyle Leonard Work History
Kyle has been registered as a financial advisor for 2 years.*
Cuso Financial Services, Lp
Truliant Federal Credit Union
Fund Direct Advisors
Intercarolina Financial Services, Inc
Fund Direct Advisors
Lincoln Financial
Edward Jones
Wells Fargo/Remx Financial
Leonard Delivery Service, Inc
Fedex Ground
*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 Kyle Leonard 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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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.
