Unclaimed Profile

Danny Lee Krenzler

CUSO FINANCIAL SERVICES, L.P.·SAN DIEGO, California

CUSO FINANCIAL SERVICES, L.P.

10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA 92131CRD# 1359854Firm CRD# 42132

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Danny Lee Krenzler · SAN DIEGO, CA

Registration

CRD #1359854 · CUSO FINANCIAL SERVICES, L.P.

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Danny Lee Krenzler is a registered financial advisor based in SAN DIEGO, California, affiliated with CUSO FINANCIAL SERVICES, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CUSO FINANCIAL SERVICES, L.P.

AUM

$4.7B

Regulatory assets under management

Employees

833

Total firm employees

View all advisors at CUSO FINANCIAL SERVICES, L.P. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1359854

Firm CRD# 42132

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Danny Lee Krenzler offer?

Danny Lee Krenzler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Danny Lee Krenzler's credentials?

Danny Lee Krenzler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Danny Lee Krenzler located?

Danny Lee Krenzler is based in SAN DIEGO, California, working with CUSO FINANCIAL SERVICES, L.P.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Danny Lee Krenzler charge for services?

Danny Lee Krenzler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CUSO FINANCIAL SERVICES, L.P.?

CUSO FINANCIAL SERVICES, L.P. has approximately 833 employees and manages $4.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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