Brad
Decker

Cuso Financial Services, L.P

CRD#5575480
Investment Advisor
in Harrisburg, PA

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About this Advisor

Brad Decker is a financial advisor who works in Harrisburg, Pennsylvania, who has been in the advisory business for 10 years. Decker is on the advisory team at Cuso Financial Services, L.P. Throughout their career, Decker has worked at Jfc Staffing and Cuso Financial Services, Lp. Decker holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Cuso Financial Services, L.P is a company operating out of Harrisburg, Pennsylvania. It has offices in 927 locations and a total of 726 financial advisors. It manages $3 billion in assets among its 18,783 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 18,783 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in investable assets. Cuso Financial Services, L.P provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically are based on which services are provided. However, fees billed by Cuso Financial Services, L.P likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

One Innovation Way
Harrisburg, PA 17110

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$3,330,268,306

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

726

PA Average: 43
Total Number of Accounts

18,783

PA Average: 3,727
Average Account Size

$177,302

PA 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

Brad Decker Work History

Brad has 10 years of experience.

2010 - Present (12 years)

Cuso Financial Services, Lp

2010 - 2010 (< 1 year)

Jfc Staffing

Disclosures

Brad Decker has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Aimee Marden
Hadley, MA
Teresa Folkins
San Diego, CA
Johnathan Stackhouse
Columbia, SC
Kurtis Kimura
Honolulu, HI
Steven Hefele
Whitehall, PA
Tonya Harper
Aurora, CO
Michael Lew
San Diego, CA
Leonard Ludovico
Belmar, NJ

The content in this profile was updated by SmartAsset on 08/06/2020 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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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