Cuso Financial Services, L.P

Investment Advisor
in Frisco, TX

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

Venkatesh Kurvari is a financial advisor based in Frisco, Texas. Currently an advisor at Cuso Financial Services, L.P, they have accrued 10 years of professional experience in the financial advisory industry. Kurvari maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Kurvari can work with investors in Texas. During their career, Kurvari has held roles at Pruco Securities, LLC, The Prudential Insurance Company Of America, Cuso Financial Services, Lp and Intouch Credit Union. Cuso Financial Services, L.P is headquartered in Frisco, Texas, and has 927 other locations in the United States. As a company, Cuso Financial Services, L.P manages $3 billion in assets covering 18,783 client accounts and retains more than 726 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 1,770 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Cuso Financial Services, L.P can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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



Office Location

9151 Warren Parkway
Frisco, TX 75035

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


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


TX Average: 43
Total Number of Accounts


TX Average: 3,727
Average Account Size


TX 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
  • Selection of other advisers

Venkatesh Kurvari Work History

Venkatesh has 10 years of experience.

2018 - Present (4 years)

Cuso Financial Services, Lp

2018 - 2019 (1 year)

Intouch Credit Union

2010 - 2018 (8 years)

Pruco Securities, LLC

2010 - 2018 (8 years)

The Prudential Insurance Company Of America


Venkatesh Kurvari has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Steven Hefele
Whitehall, PA
Tonya Harper
Aurora, CO
Anthony Coletti
Fitchburg, MA
Robert Horowitz
San Diego, CA
Susan Mauri
San Diego, CA
Jennifer Hope
San Diego, CA
Paul Vandenbrook
Chula Vista, CA
James Lowe
Florence, AZ

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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