Cuso Financial Services, L.P
About this Advisor
Steven Hefele is a financial advisor working in Whitehall, Pennsylvania, who has been in the financial industry for 11 years. Hefele is an employee of Cuso Financial Services, L.P. The advisor has gained experience at Sovereign Bank, Lpl, Santander Securities LLC, Cuso Financial Services, Lp, Cuna Brokerage Services, Inc and Cuna Mutual Group. Hefele has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey and Pennsylvania. Cuso Financial Services, L.P is a company operating out of Whitehall, Pennsylvania. The firm has offices in 929 locations and a total of 656 financial advisors. It controls $4 billion in assets among its 24,999 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 24,999 customer accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on which services the firm provides the client. Fees billed by Cuso Financial Services, L.P most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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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
Steven Hefele Work History
Steven has 11 years of experience.
Cuso Financial Services, Lp
Cuna Brokerage Services, Inc
Cuna Mutual Group
Cuso Financial Services, Lp
Santander Securities LLC
Steven Hefele has disclosures.
Please visit their SEC profile for more details.
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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 email@example.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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