KK
CFP
KK
CFP

Kevin Kusak

21 Years of Experience
Cypress, TX
BrokerSells Insurance

Kevin Kusak is a CFP-designated registered investment advisor, based in Cypress, TX, with 21 years of industry experience.

Location

16341 Mueschke Road, Suite 160, Cypress, TX, 77433

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is the President and Financial Advisor for Kusak Wealth Management Inc., providing financial services and wealth management. He dedicates full-time hours to this role, including the sales and service of insurance products like indexed annuities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
January 2012 - February 2025 · 13 yrs 1 mo
Concourse Financial Group Securities, INC.Broker
January 2012 - February 2025 · 13 yrs 1 mo
Investment Advisors International, INC.
February 2010 - January 2012 · 1 yr 11 mos
World Group Securities, INC.Broker
August 2004 - January 2012 · 7 yrs 5 mos
State Registrations13 states
CAFLGAKSKYMDMNMONHOKSCTNTX
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.
Kevin Kusak - Financial Advisor | TrueAdvisor