Nathaniel
Stevens
Cuso Financial Services, L.P
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
About this Advisor
Nathaniel Stevens is an investment advisor whose office is in Dayton, Ohio. Currently a registered advisor at Cuso Financial Services, L.P, Stevens has 10 years of professional experience. Stevens maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Stevens is registered to work with customers based out of Ohio. Stevens has gained experience at Raymond James Financial Services, Lpl Financial, Pnc Investments, Pnc Investments LLC, Cuso Financial Services, Lp and Wright-Patt Credit Union. Cuso Financial Services, L.P is based out of Dayton, Ohio, and has 927 additional brick-and-mortar locations in the nation. In aggregate, Cuso Financial Services, L.P oversees $3 billion in assets throughout 18,783 client accounts and employs more than 726 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 1,770 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Cuso Financial Services, L.P can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cuso Financial Services, L.P Brokerage Details
$3,330,268,306
726
18,783
$177,302
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nathaniel Stevens Work History
Nathaniel has 10 years of experience.
Cuso Financial Services, Lp
Wright-Patt Credit Union
Pnc Investments LLC
Pnc Investments
Lpl Financial
Raymond James Financial Services
Disclosures
Nathaniel Stevens has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
Kimberly, WI
Erie, PA
Englewood, CO
Falls Church, VA
Whitehall, PA
Seattle, WA
San Diego, CA
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 08/06/2020 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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.