Omunique
Owens

Cuso Financial Services, L.P

CRD#7513630
Investment Advisor
in Chesapeake, VA

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About this Advisor

Omunique Owens is a financial advisor based in Chesapeake, Virginia, working with Cuso Financial Services, L.P. Omunique has previously held positions at First Command Brokerage Services, Old Dominion University, Diamond Resorts International, Regent University, Christian Theological Seminary, Norfolk State University, Hudson News, Natural Bodyz Fitness, First Command Advisory Services, First Command Insurance Services, Fidelity Investments, Cuso Financial Services, L.P, and Abnb Federal Credit Union. Omunique has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Omunique is part of Cuso Financial Services, L.P, which operates out of Chesapeake, Virginia. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4109 Chesapeake Square Blvd
Chesapeake, VA 23321

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,664,869,848

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

833

VA Average: 43
Total Number of Accounts

26,968

VA Average: 3,727
Average Account Size

$172,978

VA Average: $2,033,427

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

Omunique Owens Work History

2024 - Present (0 year)

Fidelity Investments

2024 - Present (0 year)

Cuso Financial Services, Lp

2024 - Present (0 year)

Abnb Federal Credit Union

2023 - Present (1 year)

First Command Brokerage Services

2023 - Present (1 year)

First Command Advisory Services

2023 - Present (1 year)

First Command Insurance Services

2022 - 2023 (1 year)

First Command Brokerage Services

2021 - 2021 (< 1 year)

Hudson News

2021 - 2022 (1 year)

Natural Bodyz Fitness

2020 - 2021 (1 year)

Old Dominion University

2020 - 2020 (< 1 year)

Diamond Resorts International

2019 - 2020 (1 year)

Regent University

2016 - 2019 (3 years)

Christian Theological Seminary

2011 - 2015 (4 years)

Norfolk State University

Disclosures

Please visit the SEC profile of Omunique Owens 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

Christopher Casale
Wilbraham, MA
Alfonzo Credit
Ann Arbor, MI
Monica Cardenas
Anaheim, CA
Alice Haneman
Vancouver, WA
Ryan Leblanc
Lunenburg, MA
Andy Murphy
Vancouver, WA
James Curenton
Dearborn, MI
William Dobbins
Saint George, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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