Cuso Financial Services, L.P

Investment Advisor
in Appleton, WI

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About this Advisor

Emilie Gay is a financial advisor working out of Appleton, Wisconsin who has 3 years of relevant experience. Gay works at Cuso Financial Services, L.P. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, Wells Fargo Bank, Na, The Buckle, Wells Fargo Clearing Services, LLC, Bmo Harris Bank, Community First Credit Union (Wi) and Cuso Financial Services, Lp. Gay maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Cuso Financial Services, L.P is a financial advisory company that has its headquarters in San Diego, CA. It has offices in 977 locations and a total of 803 financial advisors. It manages $4 billion in assets under management between its 25,992 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 25,992 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely depend on which service is provided. However, fees billed by Cuso Financial Services, L.P likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

2626 S Oneida Street
Appleton, WI 54915

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management


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


WI Average: 43
Total Number of Accounts


WI Average: 3,727
Average Account Size


WI 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

Emilie Gay Work History

Emilie has been registered as a financial advisor for 3 years.*

2020 - Present (3 years)

Community First Credit Union (Wi)

2020 - Present (3 years)

Cuso Financial Services, Lp

2018 - 2018 (< 1 year)

Bmo Harris Bank

2018 - 2020 (2 years)

Wells Fargo Bank, Na

2018 - 2020 (2 years)

Wells Fargo Clearing Services, LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2013 - 2018 (5 years)

Wells Fargo Bank, Na

2013 - 2014 (1 year)

The Buckle

*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.


Please visit the SEC profile of Emilie Gay 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

Lolla Long
Riverside, CA
Christopher Ellis
Los Angeles, CA
Teresa Brock
San Diego, CA
Ross Kumasaki
Honolulu, HI
Kelly Rhine
San Diego, CA
Michael Galvin
Quincy, MA
Michelle Poturich
Corvallis, OR
Jonathon Allen
Anaheim, CA

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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