Mary K. Simonson

Compliance Officer at

CUSO Financial Services LP

Finance

Commercial Services

Profile

Mary K.
Simonson is currently Chief Compliance Officer at CUSO Financial Services LP since 2023.
Formerly, Ms. Simonson was Director at CFM Partners, Inc. in 2010, Vice President & Chief Compliance Officer at Osaic Services, Inc. in 2010, and Chief Compliance Officer at WaMu Investments.

Mary K. Simonson active positions

Companies	Position	Start
CUSO Financial Services LP CUSO Financial Services LP Investment ManagersFinance CFS provides financial planning and investment advisory services consistent with the individual clients' financial and tax status as well as risk/reward objectives. The firm and IARs may utilize varying techniques in formulating investment advice or managing assets for clients. They may also consider the overall economy, both domestically and globally, when selecting specific investments and making asset allocation decisions, as well as consider current and recent market levels and volatility.	Compliance Officer	05/04/2023

All active positions of Mary K. Simonson

Former positions of Mary K. Simonson

Companies	Position	End
CFM Partners, Inc. CFM Partners, Inc. Miscellaneous Commercial ServicesCommercial Services Provides training and compliance risk management solutions	Corporate Officer/Principal	30/03/2010
WaMu Investments WaMu Investments Investment ManagersFinance Part of Rocket Cos., Inc., WaMu Investments is a company based in Bellevue, WA. The company was founded by Rebecca C. Schmitt.	Corporate Officer/Principal	-
SagePoint Financial, Inc. SagePoint Financial, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Linked companies

Private companies	4
CUSO Financial Services LP CUSO Financial Services LP Investment ManagersFinance CFS provides financial planning and investment advisory services consistent with the individual clients' financial and tax status as well as risk/reward objectives. The firm and IARs may utilize varying techniques in formulating investment advice or managing assets for clients. They may also consider the overall economy, both domestically and globally, when selecting specific investments and making asset allocation decisions, as well as consider current and recent market levels and volatility.	Finance
CFM Partners, Inc. CFM Partners, Inc. Miscellaneous Commercial ServicesCommercial Services Provides training and compliance risk management solutions	Commercial Services
SagePoint Financial, Inc. SagePoint Financial, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
WaMu Investments WaMu Investments Investment ManagersFinance Part of Rocket Cos., Inc., WaMu Investments is a company based in Bellevue, WA. The company was founded by Rebecca C. Schmitt.	Finance