Michelle
Poturich

Cuso Financial Services, L.P

CRD#4975165
Investment Advisor
in Corvallis, OR

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About this Advisor

Michelle Poturich is a financial advisor based in Corvallis, Oregon with a total of 10 years of industry experience. Poturich is an advisor for Cuso Financial Services, L.P. During their career, Poturich has held roles at Cuso Financial Services, Lp and Oregon State Credit Union. Poturich has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California and Oregon. Cuso Financial Services, L.P is a firm operating out of San Diego, CA. It has offices in 977 locations and a total of 803 people on staff. It administers $4 billion in total assets among its 25,992 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 13 charitable organizations. Of its 25,992 accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm 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. Financial advisory fees vary depending on which services the firm provides the client. However, fees billed by Cuso Financial Services, L.P most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

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

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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

Michelle Poturich Work History

Michelle has been registered as a financial advisor for 10 years.*

2016 - Present (8 years)

Oregon State Credit Union

2013 - Present (11 years)

Cuso Financial Services, Lp

*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 Michelle Poturich 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

James Kastner
Vernon Hills, IL
Bryan Quinn
Charleston, SC
Erik Waldron
Mason, OH
Ned Meloni
Boulder, CO
Nathaniel Stevens
Dayton, OH
Michael Galvin
Quincy, MA
Jonathon Allen
Anaheim, CA
Ross Kumasaki
Honolulu, HI

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.

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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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