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Andrew Cusick

Kpp Advisory Services LLC
7 Years of Experience
Bowling Green, KY
BrokerSells Insurance
View SEC Summary
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Andrew Cusick is a registered investment advisor at Kpp Advisory Services LLC, based in Bowling Green, KY, with 7 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,995 clients with $1.2B in assets under management.

Kpp Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
3,995 clients
Average Client Portfolio
$311K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory program fees are negotiable, subject to a maximum annual fee of 2.50% (and up to 3.00% for certain third-party manager programs).

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

2501 Crossings Blvd Ste 255, Bowling Green, KY, 42104

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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

Andrew operates Kentucky Planning Partners, LLC as a DBA for his LPL business, and KPP Advisory Services LLC as an independent investment advisor firm, dedicating about half of his time to the latter. He also contracts with multiple insurance companies through Veritas Financial Solutions, LLC, spending about 10-20% of his time on insurance-based products.

Employment History
Current Registrations
Kpp Advisory Services LLC
December 2021 - Present · 4 yrs 11 mos
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 11 mos
Previous Registrations
Park Avenue Securities LLCBroker
October 2018 - December 2020 · 2 yrs 2 mos
State Registrations3 states
KYNCTN
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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