Matthew
Russell
Cuso Financial Services, L.P
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About this Advisor
Matthew Russell is a financial advisor based in Portland, Oregon, working with Cuso Financial Services, L.P. Matthew has previously held positions at Cuso Financial Services, L.P, Cuna Mutual Group, Cuna Brokerage Services, Inc, and Advantis Credit Union. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Texas. Currently, Matthew is part of Cuso Financial Services, L.P, which operates out of Portland, Oregon. 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
Matthew Russell Work History
Cuso Financial Services, Lp
Advantis Credit Union
Cuna Mutual Group
Cuna Brokerage Services, Inc
Cuso Financial Services, Lp
Disclosures
Please visit the SEC profile of Matthew Russell 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
Ann Arbor, MI
Anaheim, CA
Vancouver, WA
Lunenburg, MA
Vancouver, WA
Dearborn, MI
Saint George, UT
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