Ronald
Barnette

Cuso Financial Services, L.P

CRD#4542577
Investment Advisor
in Portland, OR
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About this Advisor

Ronald Barnette is a certified financial planner based in Portland, Oregon. Currently an advisor at Cuso Financial Services, L.P, Barnette has 16 years of experience in the financial advisory industry. Barnette maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Barnette is able to operate based out of Washington. Throughout their career, Barnette has worked at Ameriprise Financial, Ids Life Insurance Company, Td Ameritrade, Red Rock Conservation Area (Bureau Of Land Management), Ameriprise Financial Services Inc, Columbia State Bank, Cetera Investment Services, U.S. Bancorp Investments, Inc, Cuso Financial Services, Lp and Fisher Investments. Cuso Financial Services, L.P is headquartered in Portland, Oregon, and operates out of 927 offices in the United States. In total, Cuso Financial Services, L.P manages $2 billion in assets throughout 12,288 accounts and employs more than 695 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 1,268 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Cuso Financial Services, L.P can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

12005 Ne Erin Way
Portland, OR 97220

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$1,925,370,981

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

703

OR Average: 43
Total Number of Accounts

11,991

OR Average: 3,727
Average Account Size

$160,568

OR Average: $2,033,427

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Investment Advisory Services

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

Ronald Barnette Work History

Ronald has 16 years of experience.

2018 - Present (1 year)

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

2011 - 2012 (1 year)

Ameriprise Financial Services Inc

2009 - 2011 (2 years)

Td Ameritrade

2009 - 2009 (< 1 year)

Red Rock Conservation Area (Bureau Of Land Management)

2002 - 2009 (7 years)

Ameriprise Financial

2002 - 2009 (7 years)

Ids Life Insurance Company

Disclosures

Ronald Barnette has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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