Michael Kusay
Michael Kusay is a registered investment advisor at LPL Financial LLC, based in Homer Glen, IL, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
15939 S. Bell Road, Homer Glen, IL, 60491
Get directionsHistory
Regulatory History (1)
Criminal
November 1982Other Business Activities
Michael is a CPA/bookkeeper/tax preparer through Kusay Financial Services, Inc. (since 2003) and Kusay Inc. (since 2009), spending about half his time on accounting, bookkeeping, and payroll services. He also works as a tax preparer for Kusay Tax Service since 2018, dedicating about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kusay Securities CO.Broker
Dreher & Associates, INC.Broker
State Registrations18 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.