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:
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Verified contacts
133
available on Kipplo
LinkedIn employees
164
201 to 500 range
Open roles
—
no listings
Distinct roles
77
indexed titles
Tech stack
5
tools in use
Monthly traffic
8.0K
organic / mo
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Decision-makers and verified team members
133 contacts with verified email or phone · masked until revealed.
- KB
Kate Birchell
Vice President, Uat & Platform Maintenance · General Business & Management
EmailPhone - SJ
Shari Januszewski
Vice President of Business Development · Sales & Business Development
EmailPhone - TB
Thomas Brunz
Executive Financial Advisor · Finance & Accounting
EmailPhone - GT
George Taylor
Osj, Branch Supervisor at Cuso Financial Services, Lp · Other
EmailPhone - GG
Gilbert Gil
Program Manager · General Business & Management
EmailPhone - RT
Ryan Tingey
Program Manager at America First Credit Union · General Business & Management
EmailPhone - CB
Catherine Bryant
Financial Advisor, Cuso Financial Services, L P at Coastal Credit Union · Finance & Accounting
EmailPhone - MS
Magda Skowron
Registered Investment Advisor · Finance & Accounting
EmailPhone - PR
Philip Rubia
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 133 verified contacts
Top roles at Cuso Financial Services
77 distinct titles indexed · top 10 shown.
- 33financial advisor
- 4financial consultant
- 3program manager
- 3senior accountant
- 2africa regional program manager
- 2customer service representative
- 2department manager, registration & licensing
- 2implementation manager
- 2vice president operations
- 1accountant
- +67more titles
Sign up to unlock all 133 contacts at Cuso Financial Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 133 verified contacts at Cuso Financial Services
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