Steven
Hefele

Cuso Financial Services, L.P

CRD#2492362
Investment Advisor
in Whitehall, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 63, Series 65

Years of Experience

11 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

Yes

Office Location

3682 Crescent Court East
Whitehall, PA 18052

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

Total Assets Under Management

$4,384,538,933

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

656

PA Average: 43
Total Number of Accounts

24,999

PA Average: 3,727
Average Account Size

$175,389

PA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2018 - Present (4 years)

Cuso Financial Services, Lp

2017 - 2018 (1 year)

Cuna Brokerage Services, Inc

2017 - 2018 (1 year)

Cuna Mutual Group

2015 - 2017 (2 years)

Cuso Financial Services, Lp

2012 - 2015 (3 years)

Santander Securities LLC

2011 - 2012 (1 year)

Sovereign Bank

2011 - 2012 (1 year)

Lpl

Disclosures

Steven Hefele has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Kristian Pavlov
Dublin, CA
Kimberly Weitzel
San Diego, CA
Nicholas Schaaf
New Port Richey, FL
Brian Rumbles
Saint Petersburg, FL
Aman Awan
Canton, MI
James Yocom
San Diego, CA
John Herrera
Glendale, CA
Evan Newton
North Las Vegas, NV

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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started