Matt
Bacon

Cuso Financial Services, L.P

CRD#6018492
Investment Advisor
in Austin, TX
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About this Advisor

Matt Bacon is a certified financial planner who works in Austin, Texas, who has been in the industry for 10 years. Bacon is on the advisory team at Cuso Financial Services, L.P. Over the course of their career, they have held roles at Student, New England Securities, Mass Mutual, National Grid, University Federal Credit Union, Metlife Securities Inc and Cuso Financial Services, L.P. Bacon maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Cuso Financial Services, L.P is a registered investment company operating out of Austin, Texas. The investment advisory business has offices in 927 locations and a total of 695 people on staff. It manages $2 billion in assets across its 12,288 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to seven charitable organizations. Of its 12,288 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees depend on the financial services offered. Fee types billed by Cuso Financial Services, L.P most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, 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

1801 E 51St Street, Ste 200
Austin, TX 78723

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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

Matt Bacon Work History

Matt has 10 years of experience.

2016 - Present (3 years)

University Federal Credit Union

2016 - Present (3 years)

Cuso Financial Services, L.P

2015 - 2016 (1 year)

Metlife Securities Inc

2012 - 2015 (3 years)

New England Securities

2011 - 2011 (< 1 year)

Mass Mutual

2009 - 2010 (1 year)

Student

2008 - 2009 (1 year)

National Grid

Disclosures

Matt Bacon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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