Cuso Financial Services, L.P
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cuso Financial Services, L.P Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Cuso Financial Services, Lp
U.S. Bancorp Investments, Inc
Columbia State Bank
Cetera Investment Services
Ameriprise Financial Services Inc
Red Rock Conservation Area (Bureau Of Land Management)
Ids Life Insurance Company
Ronald Barnette has no disclosures.
Please visit their SEC profile for more details.