Cuso Financial Services, L.P
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About this Advisor
Matthew Schneider is a financial advisor working out of Springfield, Oregon with 5 years of relevant experience. Schneider is on the advisory team at Cuso Financial Services, L.P. During their career, Schneider has held roles at Selco Credit Union, Columbia Bank, Democratic Party Of Lane County, Enterprise Rent-A-Car, University Of Oregon Housing and Cuso Financial Services, Lp. Schneider maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able 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 advisors. It administers $4 billion in assets under management across its 25,992 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 13 charitable organizations. Of its 25,992 accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. Cuso Financial Services, L.P offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically are based on which services the firm provides the client. However, fees charged by Cuso Financial Services, L.P most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cuso Financial Services, L.P Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Schneider Work History
Matthew has been registered as a financial advisor for 5 years.*
Selco Credit Union
Cuso Financial Services, Lp
Democratic Party Of Lane County
University Of Oregon Housing
*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.
Please visit the SEC profile of Matthew Schneider to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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 firstname.lastname@example.org.
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