Michael
Garner

Cuso Financial Services, L.P

CRD#6225823
Investment Advisor
in Austin, TX

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About this Advisor

Michael Garner is a financial advisor who works in Austin, Texas, who has 8 years of relevant experience. Garner is on the advisory team at Cuso Financial Services, L.P. During their career, Garner has held roles at Cuso Financial Services, Lp and University Federal Credit Union. Garner maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Cuso Financial Services, L.P is a company operating out of San Diego, CA. It has offices in 977 locations and a total of 803 people on staff. It manages $4 billion in assets among its 25,992 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 25,992 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets. Cuso Financial Services, L.P has 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 advice usually are based on the type of services offered. Fee types billed by Cuso Financial Services, L.P likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

Office Location

3305 Steck Avenue
Austin, TX 78757

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

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

803

TX Average: 43
Total Number of Accounts

25,992

TX Average: 3,727
Average Account Size

$157,079

TX Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Garner Work History

Michael has been registered as a financial advisor for 8 years.*

2013 - Present (11 years)

Cuso Financial Services, Lp

2011 - Present (13 years)

University Federal Credit Union

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Garner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cuso Financial Services, L.P

Lolla Long
Riverside, CA
John Lunney
Orange Park, FL
Ross Kumasaki
Honolulu, HI
Ricky Hoskins
San Diego, CA
Kelly Rhine
San Diego, CA
Michael Galvin
Quincy, MA
Michelle Poturich
Corvallis, OR
Teresa Brock
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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