Daniel
Hancock

Cuso Financial Services, L.P

CRD#6060219
Investment Advisor
in Cheyenne, WY

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About this Advisor

Daniel Hancock is a financial advisor working out of Cheyenne, Wyoming, who has been in the financial industry for 10 years. Hancock is an employee of Cuso Financial Services, L.P. Hancock has gained experience at Edward Jones, Wyo Media, First Interstate Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Lpl Financial LLC, Blue Federal Credit Union and Cuso Financial Services, Lp. Hancock holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Wyoming. Cuso Financial Services, L.P is a financial advisory business operating out of Cheyenne, Wyoming. The firm has offices in 929 locations and a total of 656 employees. It administers $4 billion in total assets across its 24,999 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to seven charitable organizations. Of its 24,999 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. Cuso Financial Services, L.P performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Cuso Financial Services, L.P likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

3810 Dell Range Boulevard
Cheyenne, WY 82009

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

WY Average: 43
Total Number of Accounts

24,999

WY Average: 3,727
Average Account Size

$175,389

WY Average: $2,033,427

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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

Daniel Hancock Work History

Daniel has 10 years of experience.

2017 - Present (5 years)

Blue Federal Credit Union

2017 - Present (5 years)

Cuso Financial Services, Lp

2016 - 2017 (1 year)

Lpl Financial LLC

2014 - 2016 (2 years)

Cetera Investment Advisers LLC

2013 - 2017 (4 years)

First Interstate Bank

2013 - 2016 (3 years)

Cetera Investment Services LLC

2012 - 2012 (< 1 year)

Edward Jones

2012 - 2013 (1 year)

Wyo Media

Disclosures

Daniel Hancock has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Wayne Bellinger
Englewood, CO
Ricky Hoskins
San Diego, CA
Nicholas Larsen
West Valley City, UT
Russell Gochneaur
Vancouver, WA
Evan Newton
North Las Vegas, NV
David Bailey
Cincinnati, OH
Mark Kilbride
Destin, FL
Ronald Barnette
Hood River, OR

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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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