Christopher
Knackstedt

Cuso Financial Services, L.P

CRD#7604061
Investment Advisor
in Corvallis, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Knackstedt is a financial advisor based in Corvallis, Oregon with a total of 1 year of relevant experience. Knackstedt is currently employed by Cuso Financial Services, L.P. During their career, Knackstedt has held roles at Cuso Financial Services, Lp, Oregon State Credit Union, Suzanne Roppe State Farm, Full Time Student and Glenda Racklif Part Time. Knackstedt holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oregon. Cuso Financial Services, L.P is a financial advisory firm that has its headquarters in San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 people on staff. It has $4 billion in assets under management among its 25,992 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 13 charities and foundations. Of its 25,992 client accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Cuso Financial Services, L.P performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the services offered. However, fee types charged by Cuso Financial Services, L.P likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1980 Nw 9Th Street
Corvallis, OR 97330

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

Total Assets Under Management

$4,082,797,608

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

803

OR Average: 43
Total Number of Accounts

25,992

OR Average: 3,727
Average Account Size

$157,079

OR Average: $2,033,427

Investment Advisory Services

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

Christopher Knackstedt Work History

Christopher has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cuso Financial Services, Lp

2022 - Present (2 years)

Oregon State Credit Union

2020 - 2022 (2 years)

Suzanne Roppe State Farm

2016 - 2020 (4 years)

Full Time Student

2016 - 2016 (< 1 year)

Glenda Racklif Part Time

2012 - 2016 (4 years)

Full Time Student

*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 Christopher Knackstedt 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, L.P

Christopher Ellis
Los Angeles, CA
David Kimura
San Diego, CA
Lolla Long
Riverside, CA
Kelly Rhine
San Diego, CA
Ross Kumasaki
Honolulu, HI
Michael Galvin
Quincy, MA
Teresa Brock
San Diego, CA
Ricky Hoskins
San Diego, CA

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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started