Kristopher
Daudelin
Cuso Financial Services, L.P
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About this Advisor
Kristopher Daudelin is a financial advisor based in Williston, Vermont, working with Cuso Financial Services, L.P. Kristopher has previously held positions at Edward Jones, The Windjammer Restaurant, Pricewaterhousecoopers, and Cuso Financial Services, L.P. Kristopher has passed the Series 66 regulatory exam and is registered to provide services in Vermont. Currently, Kristopher is part of Cuso Financial Services, L.P, which operates out of Williston, Vermont. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kristopher Daudelin Work History
Cuso Financial Services, Lp
Edward Jones
Pricewaterhousecoopers
The Windjammer Restaurant
Disclosures
Please visit the SEC profile of Kristopher Daudelin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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