Kevin
Dudka

Usa Financial Securities Corporation

CRD#3069395
Investment Advisor
in Ada, MI

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About this Advisor

Kevin Dudka is a financial advisor based in Ada, Michigan, working with Usa Financial Securities Corporation. Kevin has previously held positions at Pnc Investments, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Ameriprise Financial Services, Inc, Usa Financial, Metlife Securities, W&S Brokerage Services, Western Southern Life, United Insurance Group, and Hsc Wealth. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Kevin is part of Usa Financial Securities Corporation, which operates out of Ada, Michigan. The firm has 126 offices and 166 employees. The firm manages assets totaling $268.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Usa Financial Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

6020 East Fulton
Ada, MI 49301

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$268,691,644

MI Average: $943,424,332
Total Number of Employees

166

MI Average: 21
Total Number of Accounts

1,395

MI Average: 1,586
Average Account Size

$192,610

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kevin Dudka Work History

2022 - Present (2 years)

Usa Financial

2018 - 2022 (4 years)

W&S Brokerage Services

2018 - 2022 (4 years)

Western Southern Life

2018 - 2018 (< 1 year)

United Insurance Group

2017 - 2017 (< 1 year)

Mml Investors Services, LLC

2017 - 2018 (1 year)

Ameriprise Financial Services, Inc

2017 - 2018 (1 year)

Hsc Wealth

2016 - 2017 (1 year)

Massachusetts Mutual Life Insurance Company

2016 - 2017 (1 year)

Metlife Securities

2013 - 2016 (3 years)

Pnc Investments

Disclosures

Please visit the SEC profile of Kevin Dudka 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 Usa Financial Securities Corporation

Jason Towles
Raleigh, NC
Andrew Coplin
Ada, MI
Russell Sutton
Erie, PA
Andrew Kayla
Ada, MI
Kyle Beals
Raleigh, NC
Tyler Bannister
Ada, MI
John Cindia
Ada, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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