CUSO Financial Services LP

  • Financial Services
  • San Diego CA
  • 281 employees
  • Financial Services
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Company Overview

Headquarters
10150 Meanley Drive 1st Floor, San Diego CA
Website
cusonet.com
Phone
(800) 686-4724
Employees
281
Founded in
1997
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 52311 Companies
NAICS Code 5231 Companies
NAICS Code 523110 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 61 Companies
SIC Code 615 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$345B

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Who is CUSO Financial Services LP

CUSO Financial Services, L.P. is a broker/dealer and SEC Registered Investment Adviser based in San Diego, California. The company employs 281 people and generates $345.4 million in annual revenue. Established in 1997, CUSO Financial Services specializes in providing investment programs for credit union members. CUSO Financial Services offers credit unions a range of customized investment and insurance solutions. Their services leverage advanced technology and expert advice to create successful programs tailored to the needs of both credit unions and their members. The company works with hundreds of credit unions across the United States. As a full-service broker/dealer and SEC Registered Investment Advisor, CUSO Financial Services provides a comprehensive suite of financial solutions to credit unions. The company emphasizes a partnership approach, working closely with credit unions to understand their specific needs and develop effective investment strategies. For more information about CUSO Financial Services or its investment products, contact them at 858-530-4400 or visit www.cusonet.com.

Company Leadership

Valorie Seyfert

President & Co-founder

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Hope Witteman

AVP Compliance

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Dan Contreras

AVP OSJ Branch Supervision

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CUSO Financial Services LP Industry Tags

Investment programs for credit unions
Flexible and efficient financial planning
Retirement services
Investment and Insurance solutions
Sophisticated back office technology systems
Non-proprietary product offerings
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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CUSO Financial Services LP Tech Stack

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FAQ

What is the location of CUSO Financial Services LP's headquarters?
The headquarters of CUSO Financial Services LP are situated at 10150 Meanley Drive 1st Floor, San Diego CA
What is CUSO Financial Services LP's phone number?
CUSO Financial Services LP's contact number is (800) 686-4724.
What is CUSO Financial Services LP's official website?
The official website of CUSO Financial Services LP can be found at cusonet.com.
What is CUSO Financial Services LP's current revenue?
As of September 2018, CUSO Financial Services LP's annual revenue reached $345B.
How many employees does CUSO Financial Services LP currently have?
CUSO Financial Services LP employs approximately 281+ people as of September 2018
Which industries is CUSO Financial Services LP primarily operating in?
CUSO Financial Services LP operates in the following industries: Finance, Credit
Who is the President & Co-founder of CUSO Financial Services LP?
CUSO Financial Services LP's President & Co-founder is Valorie Seyfert
What are CUSO Financial Services LP's industry tags?
CUSO Financial Services LP's industry tags include: Investment programs for credit unions, Flexible and efficient financial planning, Retirement services
When was CUSO Financial Services LP founded?
CUSO Financial Services LP was founded in 1997.

Employee Directory

Key Employees

Amy Beattie

Co-founder & COO

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Leslie Keng

Program Manager

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Merritt Schoff

Financial Advisor, CUSO Financial Services, LP at 1st Advantage Federal Credit Union

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Rick Dahl

EVP for CFS and CCO for SPF

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William Soto

Investment Coordinator

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John Robinson

Sr. Systems Administrator

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