Matthew
Russell

Cuso Financial Services, L.P

CRD#4686900
Investment Advisor
in Portland, OR

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

120 Sw. Taylor
Portland, OR 97204

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,664,869,848

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

833

OR Average: 43
Total Number of Accounts

26,968

OR Average: 3,727
Average Account Size

$172,978

OR Average: $2,033,427

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

2015 - Present (9 years)

Cuso Financial Services, Lp

2015 - 2022 (7 years)

Advantis Credit Union

2014 - 2015 (1 year)

Cuna Mutual Group

2014 - 2015 (1 year)

Cuna Brokerage Services, Inc

2011 - 2014 (3 years)

Cuso Financial Services, Lp

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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

Christopher Casale
Wilbraham, MA
Alfonzo Credit
Ann Arbor, MI
Monica Cardenas
Anaheim, CA
Alice Haneman
Vancouver, WA
Ryan Leblanc
Lunenburg, MA
Andy Murphy
Vancouver, WA
James Curenton
Dearborn, MI
William Dobbins
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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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.

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