Michael
Guthrie

Cuso Financial Services, L.P

CRD#4407872
Investment Advisor
in Austin, TX
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About this Advisor

Michael Guthrie is a certified financial planner whose office is in Austin, Texas. Currently an advisor at Cuso Financial Services, L.P, Guthrie has 14 years of experience in the financial advisory industry. Guthrie has Series 63 and Series 66 licenses, qualifying them as a securities broker. Guthrie is registered to act as a financial advisor based out of Texas. Their career trajectory has included roles at University Federal Credit Union and Cuso Financial Services, Lp. Cuso Financial Services, L.P is based out of Austin, Texas, and operates out of 927 other offices in the nation. In total, Cuso Financial Services, L.P manages $2 billion in assets throughout 12,288 client accounts and employs more than 695 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 1,268 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Cuso Financial Services, L.P provides financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 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

Yes

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

Michael Guthrie Work History

Michael has 14 years of experience.

2004 - Present (15 years)

University Federal Credit Union

2004 - Present (15 years)

Cuso Financial Services,Lp

Disclosures

Michael Guthrie has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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