Unclaimed Profile

Peter Kelso Vonk

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

CUSO FINANCIAL SERVICES, L.P.

10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA 92131CRD# 1802421Firm CRD# 42132

Profile Verification

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

Identity

Peter Kelso Vonk · SAN DIEGO, CA

Registration

CRD #1802421 · CUSO FINANCIAL SERVICES, L.P.

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Peter Kelso Vonk 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# 1802421

Firm CRD# 42132

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Kelso Vonk offer?

Peter Kelso Vonk specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Peter Kelso Vonk's credentials?

Peter Kelso Vonk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Kelso Vonk located?

Peter Kelso Vonk 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 Peter Kelso Vonk charge for services?

Peter Kelso Vonk'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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