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Laura Elaine Banasiewicz

Cuso Financial Services, LP

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About Laura Elaine Banasiewicz

Laura Elaine Banasiewicz is an investment advisor representative with Cuso Financial Services, LP, where she has been employed since August 2000. Laura is registered in 24 states and is also a Certified Financial Planner. She provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Laura is committed to providing her clients with the highest level of service and guidance. Prior to her role at Cuso Financial Services, LP, Laura worked at Allegacy Federal Credit Union in Winston-Salem, NC. Laura's experience in the financial services industry dates back to 1988.

Firm Information

Laura Banasiewicz 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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Laura Banasiewicz’s Registration & Firm History

NC

12/21/2023 - Present

Cuso Financial Services, LP (WINSTON SALEM NC)

WI

06/09/1999 - 10/03/2000

INVEST FINANCIAL CORPORATION (APPLETON WI)

GA

08/13/1997 - 06/08/1999

FSC SECURITIES CORPORATION (ATLANTA GA)

SC

08/03/1995 - 08/13/1997

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

IA

09/11/1989 - 08/16/1995

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NA

07/30/1985 - 06/16/1986

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 11/25/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/31/1995

Series 24 - General Securities Principal Examination

BC

Issued 12/20/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/1995

Series 7 - General Securities Representative Examination

BC

Issued 09/08/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Laura Elaine Banasiewicz. Review regulatory record here.
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