Cuso Financial Services, L.P
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
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
Daniel Hancock Work History
Daniel has 10 years of experience.
Blue Federal Credit Union
Cuso Financial Services, Lp
Lpl Financial LLC
Cetera Investment Advisers LLC
First Interstate Bank
Cetera Investment Services LLC
Daniel Hancock has no 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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