Andrew
Cusick
Kpp Advisory Services LLC
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About this Advisor
Andrew Cusick is a financial advisor working out of Louisville, Kentucky with 2 years of relevant experience. Cusick is on the advisory team at Kpp Advisory Services LLC. Throughout their career, Cusick has worked at Senior Select And Associates/ Securus, Veritas Financial Solutions LLC, Guardian Life Insurance Company, Park Avenue Securities, Lpl Financial LLC and Kpp Advisory Services LLC. Cusick holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Kentucky and North Carolina. Kpp Advisory Services LLC is an advisory business headquartered in Louisville, KY. It has offices in 12 locations and a total of 31 advisors. It administers $2 billion in assets under management between its 2,744 accounts, making it one of the biggest firms in the United States by assets under management. Of its 2,744 customer accounts, 26% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees for financial management depend on which services are offered. Fees billed by Kpp Advisory Services LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kpp Advisory Services LLC Brokerage Details
$1,476,243,973
31
2,744
$537,990
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Andrew Cusick Work History
Andrew has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Kpp Advisory Services LLC
Veritas Financial Solutions LLC
Park Avenue Securities
Guardian Life Insurance Company
Senior Select And Associates/ Securus
*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 Andrew Cusick 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 Kpp Advisory Services LLC
Louisville, KY
Clarksville, TN
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
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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