Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael John Duch

Cuso Financial Services, LP

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

About Michael John Duch

Michael Duch is a registered representative and investment advisor representative with Cuso Financial Services, LP. Michael has been in the financial services industry for over 2 years. Michael holds the Series 66, Series 7, and SIE licenses. Michael is also a consultant for several other businesses, including Benefit Providers, LLC, Allen Associates, and Duch & Duch. Cuso Financial Services, LP is a broker-dealer and investment advisor that provides a wide range of financial services to individuals, businesses, and institutions. The firm is headquartered in San Diego, California and has offices across the United States.

Firm Information

Michael Duch 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

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.

Michael Duch’s Registration & Firm History

NJ

05/23/2023 - Present

Cuso Financial Services, LP (Garfield NJ)

NJ

09/23/2022 - 05/24/2023

SECURIAN FINANCIAL SERVICES, INC. (Paramus NJ)

Not sure if Michael John Duch is right for you?

Licenses & Designations

BOTH

Issued 11/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael John Duch.
Not sure if Michael John Duch is right for you?