Kevin Cusack
Kevin Cusack is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Grand Rapids, MI, with 39 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
250 Pearl Street - 2nd Floor, Grand Rapids Downtown, Grand Rapids, MI, 49503
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Regulatory History (1)
Regulatory
June 2003Other 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
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Oppenheimer & CO. INC.
Fahnestock Asset Management
Oppenheimer & CO. INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Mcdonald & Company Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations38 states
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.