Amanda
Van Schaik
Cuso Financial Services, L.P
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About this Advisor
Amanda Van Schaik is a financial advisor based in Dayton, Ohio, working with Cuso Financial Services, L.P. Amanda has previously held positions at Nationwide, Nationwide Securities, LLC, Massachusetts Mutual Life Insurance Company, Msi Financial Services, Mml Investors Services, LLC, Valic Financial Advisors, Inc, Cuso Financial Services, L.P, Wright-Patt Credit Union, and Nationwide Financial. Amanda has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Amanda is part of Cuso Financial Services, L.P, which operates out of Dayton, Ohio. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Amanda Van Schaik Work History
Cuso Financial Sevices, L.P
Wright-Patt Credit Union
Valic Financial Advisors, Inc
Massachusetts Mutual Life Insurance Company
Msi Financial Services
Mml Investors Services, LLC
Nationwide Securities, LLC
Nationwide Financial
Nationwide
Nationwide Securities, LLC
Disclosures
Please visit the SEC profile of Amanda Van Schaik 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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The content in this profile was updated by SmartAsset on 6/19/2024. 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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