Nathaniel
Stevens

Cuso Financial Services, L.P

CRD#4782994
Investment Advisor
in Dayton, OH

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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

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3560 Pentagon Blvd
Dayton, OH 45431

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$3,330,268,306

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

726

OH Average: 43
Total Number of Accounts

18,783

OH Average: 3,727
Average Account Size

$177,302

OH Average: $2,033,427

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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.

2017 - Present (5 years)

Cuso Financial Services, Lp

2017 - Present (5 years)

Wright-Patt Credit Union

2015 - 2017 (2 years)

Pnc Investments LLC

2013 - 2015 (2 years)

Pnc Investments

2011 - 2012 (1 year)

Lpl Financial

2010 - 2011 (1 year)

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

Jake Buman
Kimberly, WI
David Garres
Erie, PA
Wayne Bellinger
Englewood, CO
Peter Cosentino
Falls Church, VA
Steven Hefele
Whitehall, PA
Mitch Hamilton
Seattle, WA
Logan Lepe
San Diego, CA
Eugene Fistani
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.

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