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Mark Cussen

Fmsa
3 Years of Experience
Overland Park, KS
1 Disclosure
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Mark Cussen is a registered investment advisor at Fmsa, based in Overland Park, KS, with 3 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,291 clients with $220M in assets under management.

Fmsa
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,291 clients
Average Client Portfolio
$168K average
Assets Under Management
$216.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K1.98%
$250K - $750K1.50%
$750K - $1.0M1.25%
$1M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Overland Park, KS

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History

Regulatory History (1)
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Judgment / Lien
April 2020
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fmsa
June 2026 - Present · 4 mos
Previous Registrations
Nightingale Advisors, LLC
February 2023 - September 2023 · 7 mos
Bedrock Investment Advisors
April 2020 - January 2021 · 9 mos
Next Financial Group, INC.
May 2003 - May 2004 · 1 yr
Raymond James Financial Services
June 2002 - May 2003 · 11 mos
State Registrations1 state
KS
Advisor

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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