Bruce
Joseph

Cuso Financial Services, L.P

CRD#4588853
Investment Advisor
in Clyde, OH

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About this Advisor

Bruce Joseph is a financial advisor operating in Clyde, Ohio, who has been in the industry for 10 years. Joseph is currently employed by Cuso Financial Services, L.P. The advisor has gained experience at Cuso Financial Services, Lp, Metlife Securities, Raymond James Financial Services Advisors Inc, Edward Jones, F & M Investments and Raymond James Financial Services, Inc. Joseph holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Cuso Financial Services, L.P is an advisory company operating out of Clyde, Ohio. The firm has offices in 929 locations and a total of 656 people on staff. It oversees $4 billion in total assets among its 24,999 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to seven charitable organizations. Of its 24,999 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. Cuso Financial Services, L.P provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually vary depending on which services are offered. However, fees charged by Cuso Financial Services, L.P can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

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

Yes

Office Location

1455 W. Mcpherson Highway
Clyde, OH 43410

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

OH Average: 43
Total Number of Accounts

24,999

OH Average: 3,727
Average Account Size

$175,389

OH 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

Bruce Joseph Work History

Bruce has 10 years of experience.

2016 - 2016 (< 1 year)

Raymond James Financial Services Advisors Inc

2016 - 2017 (1 year)

Edward Jones

2016 - 2016 (< 1 year)

F & M Investments

2016 - 2016 (< 1 year)

Raymond James Financial Services, Inc

2015 - 2016 (1 year)

Metlife Securities

2012 - 2015 (3 years)

Cuso Financial Services, Lp

Disclosures

Bruce Joseph has 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.

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.

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