linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lara Charltre Shogren

Cuso Financial Services, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lara? Claim Your Profile

About Lara Charltre Shogren

Lara Shogren is a financial advisor with Cuso Financial Services, LP. Lara is registered with FINRA and is licensed in multiple states to offer a range of financial services. Lara has over 17 years of experience in the financial services industry. Lara has also been a property owner since 2019. Lara is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Lara Shogren 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lara Shogren’s Registration & Firm History

AK

10/09/2023 - Present

Cuso Financial Services, LP (ANCHORAGE AK)

AK

10/14/2015 - 09/06/2023

KEY INVESTMENT SERVICES LLC (Anchorage AK)

AK

01/03/2011 - 08/25/2015

WELLS FARGO ADVISORS, LLC (ANCHORAGE AK)

AK

06/09/2006 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (ANCHORAGE AK)

Not sure if Lara Charltre Shogren is right for you?

Licenses & Designations

BOTH

Issued 09/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Lara Charltre Shogren. Review regulatory record here.
Not sure if Lara Charltre Shogren is right for you?