Company Email Format Management

CUSO Financial Services

Financial Services San Diego, Ca, United States 190 employees

Employees: 190
Contacts: 3
Emails: 3

cusonet.com LinkedIn

CUSO Financial Services Overview

Headquarters: San Diego, Ca, United States
Phone Number: Available in AeroLeads
Website: cusonet.com
Industry: Financial Services
Employees: 190
Founded: 1997
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

| LinkedIn

About CUSO Financial Services

CUSO Financial Services (CFS) has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial. As of August 1, 2025, the Atria brand and all affiliated subsidiaries—including CFS—have been fully absorbed into LPL, and both the Atria and CFS names have been retired. To stay connected, follow LPL Financial: https://www.linkedin.com/company/lpl-financial

CUSO Financial Services Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage

CUSO Financial Services Org Chart

Sample employees and titles

Name	Title	Location	Contact
Dan Cass		Parker, Colorado, United States	Email
Stephen Seewer	Financial Consultant, Alliant Retirement & Investment Services Located at Alliant Credit Union	San Francisco, California, United States	Email
Greg Norman	I Help People to and Through Retirement with Offices in Buena Park, Fullerton, Orange and Eastvale All in California	Long Beach, California, United States	Email