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Zachary Charles Toelle

Cuso Financial Services, LP

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About Zachary Charles Toelle

Zachary Charles Toelle is a financial advisor at Cuso Financial Services, LP. He is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Zachary has been in the financial services industry since December 2009. Zachary offers a variety of financial planning and investment management services to individuals, businesses, and charitable organizations. He holds the Series 7 and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Zachary is also registered with the state of Florida and Texas.

Firm Information

Zachary Toelle 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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Zachary Toelle’s Registration & Firm History

FL

12/22/2023 - Present

Cuso Financial Services, LP (JACKSONVILLE FL)

FL

12/03/2009 - 09/29/2011

EDWARD JONES (ALACHUA FL)

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Licenses & Designations

BOTH

Issued 01/15/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Zachary Charles Toelle. Review regulatory record here.
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