Unclaimed Profile

Mary Kathryn Simonson

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

SIE, Series 7, Series 7TO, Series 24, Series 52TO, Series 53, Series 63, Series 99TOClean recordCUSO FINANCIAL SERVICES, L.P.

10150 MEANLEY DRIVE, SAN DIEGO, CA 92131CRD# 1297398Firm CRD# 42132

Profile Verification

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

Identity

Mary Kathryn Simonson · SAN DIEGO, CA

Registration

CRD #1297398 · CUSO FINANCIAL SERVICES, L.P.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 52TO

Series 53

Series 63

Series 99TO

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 Mary Kathryn Simonson offer?

Mary Kathryn Simonson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Mary Kathryn Simonson's credentials?

Mary Kathryn Simonson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Kathryn Simonson located?

Mary Kathryn Simonson 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 Mary Kathryn Simonson charge for services?

Mary Kathryn Simonson'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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