Nicholas
Manley

Cuso Financial Services, L.P

CRD#6136595
Investment Advisor
in Springfield, OR

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About this Advisor

Nicholas Manley is a financial advisor working in Springfield, Oregon who has 7 years of relevant experience. Manley is currently employed by Cuso Financial Services, L.P. They have worked at Cuso Financial Services, L.p for the entirety of their career. Manley holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. Cuso Financial Services, L.P is an advisory business that has its headquarters in San Diego, CA. It has offices in 977 locations and a total of 803 advisors. It manages $4 billion in total assets across its 25,992 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 13 charitable organizations. Of its 25,992 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on which services the firm provides the client. Fees charged by Cuso Financial Services, L.P can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

5251 Main Street
Springfield, OR 97478

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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

Nicholas Manley Work History

Nicholas has been registered as a financial advisor for 7 years.*

2006 - Present (18 years)

Selco Community Cu & 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 Nicholas Manley 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

Ricky Hoskins
San Diego, CA
Kelly Rhine
San Diego, CA
Teresa Brock
San Diego, CA
Ross Kumasaki
Honolulu, HI
Lolla Long
Riverside, CA
Michael Galvin
Quincy, MA
Michelle Poturich
Corvallis, OR
Jonathon Allen
Anaheim, 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.

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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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