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3.2
3 ratings
3.3
Salary & Benefits
2.0
Professional growth
3.7
Work-Life balance
3.3
Recognition & Support
3.7
Culture & Values
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Cuso Financial Services, L.P., founded in 1997 and headquartered in San Diego, California, is a private financial services company specializing in investment programs, flexible and efficient financial planning, retirement services, insurance solutions, non-proprietary product offerings, and more. It is a full-service broker, and S.E.C. registered Adviser Company offering customized investment and insurance solutions. The Company is operating worldwide and is helping companies and clients build a powerful, successful investment program. Its parent organization is A.W.S. 3, Inc., and its subsidiaries include Cuso Financial Services, L.P., and Asset Management Arm. Employees at Cuso Financial Services receive medical, dental, and vision insurance, life and disability insurance, long-term care, and a 401 K savings plan. They offer jobs for Staff Accountant, Compliance Analyst, Customer Service Representative, Supervision Analyst, Human Resource Coordinator, Customer Service Representative, and more.

Company - Private
$10M to $25M
Medium
Multiple locations
Investing Companies
1997
Valorie Seyfert

Departments

What departments CUSO Financial Services employees work at?
DepartmentsRatio
other occupation62.6%
Financial Analysts and Advisors37.4%
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See what companies are similar to CUSO Financial Services
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Cetera Financial Group
Investing Companies
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Team

Professional experience

Professional Growth

How many years of experience do CUSO Financial Services employees have before joining?
Years of experience at CUSO Financial Services: Newcomers: 16%, Experiencers: 9%, Experts: 22%, Veterans: 53%. CUSO Financial Services employees have 8+ years experience on average before joining.
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Professional Growth

Where did CUSO Financial Services employees work before joining?
Where they've worked before CUSO Financial Services: America First Credit Union, Bank of America Merrill Lynch, Edward Jones. Typical CUSO Financial Services employees have worked at America First Credit Union.
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America First Credit Union
Bank of America Merrill Lynch
Edward Jones

Professional Growth

What industries did CUSO Financial Services employees work in previously?
Industry Background: The most typical industries of CUSO Financial Services: Commercial Banking Companies, Insurance Agency & Brokerage Firms, Finance & Insurance Companies, Investing Companies, Investment Banking & Securities Brokerage Firms. CUSO Financial Services employees most likely come from a Commercial Banking Companies industry background.
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Professional Growth

Where did CUSO Financial Services employees work before joining?
Past employers' size at CUSO Financial Services: Small: 29%, Medium: 10%, Large: 61%. Most CUSO Financial Services employees have previously worked at large companies.
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Educational background

Educational background

What did employees at CUSO Financial Services study?
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Top educational institutions

Where did employees at CUSO Financial Services study?
Penn State University
San Diego Mesa College
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Employee data

Professional Growth

How long do people stay in a role at CUSO Financial Services?
Time employed at CUSO Financial Services: <1: 20%, 1-3: 32%, 4-8: 27%, 9-13: 7%, 14-20: 11%, 20+: 3%. Most CUSO Financial Services employees stay with the company for 1-3 years which is less than the industry average.
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Culture & Values

How does CUSO Financial Services rank for age & gender diversity?
Gender ratio at CUSO Financial Services: 65.9% Male and 34.1% Female. Age ratio at CUSO Financial Services: 16-20: 0%, 21-30: 26%, 31-40: 27%, 41-50: 37%, 51-60: 7%, 60+: 3%. CUSO Financial Services rates - 8.9% less female than the industry average. Most CUSO Financial Services employees are 41-50, which is above the industry median age range.
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Career advancement

Professional Growth

How does CUSO Financial Services rank for career advancement?
Career advancement at CUSO Financial Services: low. CUSO Financial Services ranks low for career advancement which is same as the industry average.
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Professional Growth

What companies do CUSO Financial Services employees go on to work at?
Future employers of CUSO Financial Services: Commonwealth Financial Network, CUNA Brokerage Services, Inc, E*TRADE, Imprimis Pharmaceuticals, Inc., Independent Financial Group , LLC. People who work at CUSO Financial Services most typically go on to work for the Commonwealth Financial Network.
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Commonwealth Financial Network
CUNA Brokerage Services, Inc
E*TRADE
Imprimis Pharmaceuticals, Inc.
Independent Financial Group , LLC