Unclaimed Profile

Danny Lee Krenzler

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

SIE, Series 4, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 66, Series 99TOClean record19 years registeredCUSO 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. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

Mar 2007 – Aug 2021

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 55

Series 57TO

Series 63

Series 66

Series 99TO

Registration record

First registered · March 5, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CUSO FINANCIAL SERVICES, L.P.

CRD 42132 · SEC 801-60300

AUM

$4.7B

Regulatory assets under management

Employees

833

26,968 client accounts

Services offered by CUSO FINANCIAL SERVICES, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

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

Introduction

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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.

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, last registered with CUSO FINANCIAL SERVICES, L.P..

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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