Joseph
Kuschman

Goldman Sachs Asset Management, L.P

CRD#6632305
Investment Advisor
in Chicago, IL

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About this Advisor

Joseph Kuschman is a certified financial planner operating in Chicago, Illinois who has 1 year of relevant experience. Kuschman is an employee of Goldman Sachs Asset Management, L.P. Over the course of their career, they have held roles at Wealth Enhancement Group, Olivet Nazarene University, Cornerstone Christian Academy, Bates Financial Advisors, Inc, Lpl Financial LLC, Wealth Enhancement Brokerage Services, Wealth Enhancement Advisory Services, Nextcapital Advisers, Inc and Goldman Sachs. Kuschman maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Illinois. Goldman Sachs Asset Management, L.P is an advisory firm based in New York, NY. It has offices in 14 locations and a total of 1,351 people on staff. It administers $2 trillion in total assets between its 171,341 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 555 charitable organizations. Of its 171,341 customer accounts, 29% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which services are provided. Fees billed by Goldman Sachs Asset Management, L.P can include some blend of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

104 S Michigan Avenue Suite 1400
Chicago, IL 60603

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Goldman Sachs Asset Management, L.P Brokerage Details

Total Assets Under Management

$1,577,579,815,722

IL Average: $7,464,549,021
Total Number of Employees

1,351

IL Average: 88
Total Number of Accounts

171,341

IL Average: 3,892
Average Account Size

$9,207,252

IL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Kuschman Work History

Joseph has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Goldman Sachs

2019 - Present (5 years)

Nextcapital Advisers, Inc

2018 - 2019 (1 year)

Wealth Enhancement Advisory Services

2017 - 2019 (2 years)

Wealth Enhancement Brokerage Services

2016 - 2019 (3 years)

Wealth Enhancement Group

2016 - 2019 (3 years)

Lpl Financial LLC

2015 - 2015 (< 1 year)

Olivet Nazarene University

2015 - 2017 (2 years)

Olivet Nazarene University

2014 - 2014 (< 1 year)

Bates Financial Advisors, Inc

2014 - 2017 (3 years)

Olivet Nazarene University

2013 - 2017 (4 years)

Olivet Nazarene University

2001 - 2013 (12 years)

Cornerstone Christian Academy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Kuschman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Goldman Sachs Asset Management, L.P

David Slusarski
Prosper, TX
Gabrielle Murray
Chicago, IL
Joanna Grabala
Los Angeles, CA
Joseph Kuschman
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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