Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Shane Dodge is a financial professional with over 20 years of experience in the industry. Dodge is currently registered with Cuso Financial Services, LP, and has been with the firm since May 2001. Cuso Financial Services, LP is a registered investment adviser with a focus on providing financial planning, portfolio management, and other advisory services for individuals, families, and businesses. Dodge has a broad range of experience in the financial services industry, including previous experience with SWS Financial Services. Dodge is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
05/01/2001 - Present
Cuso Financial Services, LP (COLORADO SPRINGS CO)
TX
12/17/1998 - 05/03/2001
SWS FINANCIAL SERVICES (DALLAS TX)
BC
Issued 10/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Dodge is the right advisor for you? Invested Better is here to help.
