Cuso Financial Services, L.P
About this Advisor
Russell Gochneaur is a financial advisor operating out of Vancouver, Washington, who has been in the industry for 10 years. Gochneaur is an advisor for Cuso Financial Services, L.P. Their career trajectory has included roles at Metlife Securities, Inc, Cuso Financial Services, Lp, Axa Advisors, LLC and Columbia Credit Union. Gochneaur holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Cuso Financial Services, L.P is a registered investment business headquartered in Vancouver, Washington. The company has offices in 929 locations and a total of 656 advisors. It handles $4 billion in assets between its 24,999 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 24,999 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in investable assets. Cuso Financial Services, L.P performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on which services are offered. Fee types billed by Cuso Financial Services, L.P can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Russell Gochneaur Work History
Russell has 10 years of experience.
Cuso Financial Services, Lp
Columbia Credit Union
Axa Advisors, LLC
Metlife Securities, Inc
Russell Gochneaur has disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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