Kevin Susmarski
Kevin Susmarski is a registered investment advisor at First Choice Financial Services LLC, based in Oak Brook, IL, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees vary by investment strategy, ranging from 1.00% to 1.95% annually. Client Directed Accounts charge a flat $300 annual fee. All fees are negotiable and assessed quarterly in arrears, plus a $15 quarterly service fee per account.
Fee Estimator
Location
1301 West 22nd Street, Suite 805, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin works as a Sergeant/Patrol Division Supervisor for the Village of Hinsdale Police Department, dedicating nearly full-time hours. He is also a sole proprietor working as an insurance agent since July 2024, dedicating about 10% of his time.
Employment History
Current Registrations
First Choice Financial Services LLC
State Registrations1 state
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
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