Michael
Benoit
Cuso Financial Services, L.P
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About this Advisor
Michael Benoit is a financial advisor working out of Traverse City, Michigan. Benoit is an employee of Cuso Financial Services, L.P. Their career trajectory has included roles at Principal Financial, Princor, Lockton Companies, LLC, Lockton Financial Advisors, LLC, Lockton Investment Advisors, LLC, Transamerica Retirement Solutions, Transamerica Investors Securities Corporation, Transamerica Capital, Inc, Principal Life Insurance Co, Principal Securities Inc, Bankers Life Securities, Bankers Life, Bankers Life Advisory Services and Cuso Financial Services, Lp. Benoit has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Michigan. Cuso Financial Services, L.P is a financial advisory company that has its headquarters in San Diego, CA. The firm has offices in 977 locations and a total of 803 people on staff. It controls $4 billion in total assets between its 25,992 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 25,992 client accounts, just 2% belong to high-net-worth clients who have more than $1 million in investable assets. Cuso Financial Services, L.P offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees vary depending on the financial services offered. Fee types charged by Cuso Financial Services, L.P can be comprised of 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
Michael Benoit Work History
Michael has been registered as a financial advisor for 0 years.*
Cuso Financial Services, Lp
Bankers Life Securities
Bankers Life
Bankers Life Advisory Services
Principal Life Insurance Co
Principal Securities Inc
Transamerica Capital, Inc
Transamerica Investors Securities Corporation
Transamerica Retirement Solutions
Transamerica Retirement Solutions
Transamerica Investors Securities Corporation
Lockton Companies, LLC
Lockton Financial Advisors, LLC
Lockton Investment Advisors, LLC
Princor
Principal Financial
*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 Michael Benoit 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 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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