Wayne
Muller
Cuso Financial Services, L.P
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About this Advisor
Wayne Muller is a chartered financial consultant who works in Salem, Oregon who has 18 years of relevant experience. Muller is currently employed by Cuso Financial Services, L.P. During their career, the advisor has held roles at Marion & Polk Schools Credit Union and Cuso Financial Services, Lp. Muller maintains a Series 63 license, certifying them as a securities broker, and can operate in Oregon. Cuso Financial Services, L.P is a company based in San Diego, CA. The firm has offices in 977 locations and a total of 803 employees. It administers $4 billion in assets across its 25,992 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 13 charities and foundations. Of its 25,992 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Cuso Financial Services, L.P has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees depend on the services. Fees billed by Cuso Financial Services, L.P may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Wayne Muller Work History
Wayne has been registered as a financial advisor for 18 years.*
Marion & Polk Schools Credit Union
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 Wayne Muller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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