Andrew Kubicsko
Andrew Kubicsko is a registered investment advisor at Raymond James & Associates, INC., based in Lake Geneva, WI, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Lake Geneva, WI
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 1993Employment Separation After Allegations
October 1989Other Business Activities
Andrew owns rental real estate through Dunn Creek Holdings LLC since 2019, and a condominium rental property since 2004. He spends a few hours per week on these activities, primarily helping with property maintenance decisions.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Gruntal & CO. IncorporatedBroker
Robert Thomas Securities, INCBroker
Painewebber IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Oppenheimer & CO., INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Shearson Loeb Rhoades INC.Broker
Loeb PartnersBroker
State Registrations21 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.