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Bradley Steven Sova

Cuso Financial Services, LP

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About Bradley Steven Sova

Bradley Steven Sova is a financial professional with over 25 years of experience in the industry. Bradley has a wide range of experience, having worked for several firms including ABN AMRO Financial Services, Inc., Independence One Brokerage Services, Inc., and Olde Discount Corporation. Bradley is currently registered with Cuso Financial Services, LP and has a wide range of licenses and certifications. Bradley has a strong track record of providing financial advice to individuals and businesses. Bradley is also involved in the community and serves on the Retirement Plan Investment Committee for DFCU Financial Federal Credit Union.

Firm Information

Bradley Sova is currently registered with Cuso Financial Services, LP. Cuso Financial Services, LP is a partnership formed in November 1996 and headquartered in San Diego, CA. They are a Registered Investment Advisor with the SEC and are also registered in 53 states. They offer financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and participate in wrap fee programs. They manage over $4.6 billion in assets for a diverse client base including high-net-worth individuals, corporations, individuals, and charitable organizations.
Cuso Financial Services, LP

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$4.66B

Assets Under Management

16,218

Total Clients

639

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Sova’s Registration & Firm History

MI

01/26/2010 - Present

Cuso Financial Services, LP (LIVONIA MI)

IL

07/16/2001 - 02/08/2002

ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)

MI

07/14/1999 - 10/08/2001

INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)

MI

06/27/1997 - 07/30/1999

OLDE DISCOUNT CORPORATION (DETROIT MI)

NA

06/17/1999 - 07/09/1999

INDEPENDENCE ONE BROKERAGE SERVICES, INC.

MI

09/18/1996 - 10/28/1996

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BOTH

Issued 12/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/22/1998

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1997

Series 7 - General Securities Representative Examination

BC

Issued 09/17/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Steven Sova.
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