Ronald
Barnette

Cuso Financial Services, L.P

CRD#4542577
Investment Advisor
in Hood River, OR

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About this Advisor

Ronald Barnette is a certified financial planner operating in Hood River, Oregon, who has been in the advisory business for 10 years. Barnette works at Cuso Financial Services, L.P. Throughout their career, they have worked at Columbia State Bank, Cetera Investment Services, U.S. Bancorp Investments, Inc, Fisher Investments and Cuso Financial Services, Lp. Barnette has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Cuso Financial Services, L.P is a financial advisory firm headquartered in Hood River, Oregon. The investment advisory business has offices in 929 locations and a total of 656 employees. It controls $4 billion in assets under management across its 24,999 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 24,999 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on which service is provided. However, fees billed by Cuso Financial Services, L.P likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

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

Disclosures

No

Office Location

1004 Pacific Avenue
Hood River, OR 97031

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

OR Average: 43
Total Number of Accounts

24,999

OR Average: 3,727
Average Account Size

$175,389

OR Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ronald Barnette Work History

Ronald has 10 years of experience.

2018 - Present (4 years)

Cuso Financial Services, Lp

2017 - 2018 (1 year)

Fisher Investments

2013 - 2017 (4 years)

U.S. Bancorp Investments, Inc

2012 - 2013 (1 year)

Columbia State Bank

2012 - 2013 (1 year)

Cetera Investment Services

Disclosures

Ronald Barnette has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Rick Berta
San Diego, CA
Nicholas Larsen
West Valley City, UT
Kimberly Weitzel
San Diego, CA
Logan Lepe
San Diego, CA
Brian Rumbles
Saint Petersburg, FL
Ricky Hoskins
San Diego, CA
Scott Daggan
San Diego, CA
Daniel Cass
Littleton, CO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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