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Kevin Cusack

Stifel, Nicolaus & Company, Incorporated
40 Years of Experience
Grand Rapids, MI
1 DisclosureBroker
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Kevin Cusack is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Grand Rapids, MI, with 40 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.

Stifel, Nicolaus & Company, Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3355 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

250 Pearl Street - 2nd Floor, Grand Rapids Downtown, Grand Rapids, MI, 49503

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2003
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kevin is the manager of Quinto Farms LLC, oversees family investments in real estate as managing member of Cusack Holdings LLC, and is a board member for Grand Valley University, God World Publications, and West Michigan Trails and Greenways. He also serves on the committee for Armed Forces Thanksgiving, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
August 2016 - Present · 10 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Oppenheimer & CO. INC.
December 2005 - August 2016 · 10 yrs 8 mos
Fahnestock Asset Management
September 2005 - September 2005 · 0 mos
Oppenheimer & CO. INC.Broker
December 2003 - August 2016 · 12 yrs 8 mos
Mcdonald Investments INC.
November 1999 - November 2003 · 4 yrs
Mcdonald Investments INC.Broker
January 1989 - November 2003 · 14 yrs 10 mos
Mcdonald & Company Securities, INC.Broker
November 1988 - December 1988 · 1 mo
A. G. Edwards & Sons, INC.Broker
February 1986 - November 1988 · 2 yrs 9 mos
State Registrations38 states
ALAZCACOCTDCFLGAILINKSKYLAMAMEMIMNMOMSMTNCNDNJNYOHOKORPASCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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