Mark
Spirk

Cuso Financial Services, L.P

CRD#3009147
Investment Advisor
in Austin, TX
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About this Advisor

Mark Spirk is a certified financial planner operating in Austin, Texas, with a total of 10 years in the industry. Spirk is an advisor for Cuso Financial Services, L.P. Throughout their career, Spirk has worked at University Federal Credit Union and Cuso Financial Services, Lp. Spirk maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Texas. Cuso Financial Services, L.P is a registered investment company headquartered in Austin, Texas. The investment advisory business has offices in 927 locations and a total of 695 advisors. It handles $2 billion in assets under management across its 12,288 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 12,288 accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based on which service is provided. However, fee types charged by Cuso Financial Services, L.P can include some blend of 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, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

8303 N Mopac Expressway Suite A110
Austin, TX 78759

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$1,925,370,981

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

703

TX Average: 43
Total Number of Accounts

11,991

TX Average: 3,727
Average Account Size

$160,568

TX 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

Mark Spirk Work History

Mark has 10 years of experience.

2008 - Present (11 years)

University Federal Credit Union

2008 - Present (11 years)

Cuso Financial Services, Lp

Disclosures

Mark Spirk has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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