Jennifer
Brunette
Cuso Financial Services, L.P
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About this Advisor
Jennifer Brunette is a financial advisor based in Kimberly, Wisconsin, working with Cuso Financial Services, L.P. Jennifer has previously held positions at Cuso Financial Services, Lp, Capital Credit Union Wi, The Loft, U.S. Bank, and Community First Credit Union. Jennifer has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Jennifer is part of Cuso Financial Services, L.P, which operates out of Kimberly, Wisconsin. 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
Fee Structure
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
Jennifer Brunette Work History
Cuso Financial Services, Lp
Capital Credit Union Wi
The Loft
U.S. Bank
Community First Credit Union
Disclosures
Please visit the SEC profile of Jennifer Brunette 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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