Therese
Misner

Cuso Financial Services, L.P

CRD#2800773
Investment Advisor
in Corvallis, OR

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About this Advisor

Therese Misner is a certified financial planner working out of Corvallis, Oregon, who has been in the advisory business for 10 years. Misner currently works for Cuso Financial Services, L.P. Their career trajectory has included roles at West Coast Investment Services, Primevest Financial Services, Key Bank, Key Investment Services, Jpmorgan Securities LLC, Oregon State Credit Union and Cuso Financial Services, Lp. Misner holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Oregon. Cuso Financial Services, L.P is a financial advisory company that has its headquarters in Corvallis, Oregon. The company has offices in 929 locations and a total of 656 financial advisors. It administers $4 billion in assets across its 24,999 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 24,999 client accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Cuso Financial Services, L.P performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fee types charged by Cuso Financial Services, L.P most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

1980 Nw 9Th Street
Corvallis, OR 97330

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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

Therese Misner Work History

Therese has 10 years of experience.

2015 - Present (7 years)

Oregon State Credit Union

2015 - Present (7 years)

Cuso Financial Services, Lp

2013 - 2014 (1 year)

Jpmorgan Securities LLC

2012 - 2012 (< 1 year)

West Coast Investment Services

2012 - 2012 (< 1 year)

Primevest Financial Services

2012 - 2013 (1 year)

Key Bank

2012 - 2013 (1 year)

Key Investment Services

Disclosures

Therese Misner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Matthew Knell
San Diego, CA
Ricky Hoskins
San Diego, CA
Rick Berta
San Diego, CA
David Bailey
Cincinnati, OH
Theodore Paprocki
Moline, IL
James Yocom
San Diego, CA
David Jones
San Diego, CA
Russell Gochneaur
Vancouver, WA

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.

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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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