Michael
Gehring
Cuso Financial Services, L.P
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About this Advisor
Michael Gehring is a financial advisor based in West Chester, Ohio, working with Cuso Financial Services, L.P. Michael has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Fifth Third Bank, Dave Dennis Chrysler Inc, Transportation Security Administration, Hewlett Packard/Creative Channel Services LLC, Verizon Wireless, Michael Saylor State Farm Agency, Bank Of America, N.A, Paychex (Oasis), Envoy Air Inc, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, and Cuso Financial Services, L.P. Michael has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Michael is part of Cuso Financial Services, L.P, which operates out of West Chester, 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
Michael Gehring Work History
Cuso Financial Services, Lp
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Fifth Third Bank
Dave Dennis Chrysler Inc
Transportation Security Administration
Hewlett Packard/Creative Channel Services LLC
Paychex (Oasis)
Verizon Wireless
Michael Saylor State Farm Agency
Envoy Air Inc
Disclosures
Please visit the SEC profile of Michael Gehring to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services
Wilbraham, MA
Wichita, KS
Anaheim, CA
Vancouver, WA
Lunenburg, MA
Vancouver, WA
Dearborn, MI
Saint George, UT
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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