Kaleb
Baker
Cuso Financial Services, L.P
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About this Advisor
Kaleb Baker is a financial advisor based in Fairborn, Ohio, working with Cuso Financial Services, L.P. Kaleb has previously held positions at Fortress Tactical Wealth Management, Wesbanco Bank, Lpl Financial, LLC, National Wealth Management Group, LLC, Pruco Securities, LLC, The Prudential Insurance Company Of America, Pnc Investments, LLC, Cuso Financial Services, Lp, and Wright-Patt Credit Union. Kaleb has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Kaleb is part of Cuso Financial Services, L.P, which operates out of Fairborn, 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
Kaleb Baker Work History
Cuso Financial Services, Lp
Wright-Patt Credit Union
Pruco Securities, LLC
The Prudential Insurance Company Of America
Pnc Investments, LLC
National Wealth Management Group, LLC
Lpl Financial, LLC
Fortress Tactical Wealth Management
Wesbanco Bank
Disclosures
Please visit the SEC profile of Kaleb Baker 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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