Adrian
Hedwig

Cuso Financial Services, L.P

CRD#6056281
Investment Advisor
in Seattle, WA

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About this Advisor

Adrian Hedwig is a financial advisor operating out of Seattle, Washington, who has 8 years of relevant experience. Hedwig is an employee of Cuso Financial Services, L.P. The advisor has gained experience at Lpl Financial LLC and Cuso Financial Services, Lp. Hedwig has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Washington. Cuso Financial Services, L.P is an advisory firm that has its headquarters in San Diego, CA. The company has offices in 977 locations and a total of 803 financial advisors. It administers $4 billion in total assets among its 25,992 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 13 charitable organizations. Of its 25,992 customer accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Cuso Financial Services, L.P performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically depend on which services are offered. Fee types charged by Cuso Financial Services, L.P likely consist of 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

1320 Madison Street
Seattle, WA 98104

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

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

803

WA Average: 43
Total Number of Accounts

25,992

WA Average: 3,727
Average Account Size

$157,079

WA 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

Adrian Hedwig Work History

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

2015 - Present (9 years)

Cuso Financial Services, Lp

2012 - 2015 (3 years)

Lpl Financial LLC

*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 Adrian Hedwig 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

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

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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