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 who works in Ada, Michigan who has 1 year of industry experience. Dudka is an advisor for Usa Financial Securities Corporation. Over the course of their career, they have held roles at Pnc Bank, Pnc Investments, Mml Investors Services, LLC, Usa Financial, Metlife Securities, Massachusetts Mutual Life Insurance Company, Ameriprise Financial Services, Inc, W&S Brokerage Services, Western Southern Life, United Insurance Group and Hsc Wealth. Dudka has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Usa Financial Securities Corporation is a financial advisory firm based out of Ada, MI. The investment advisory business has offices in 126 locations and a total of 166 employees. It oversees $224 million in total assets between its 1,433 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,433 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Usa Financial Securities Corporation offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely depend on which services the firm provides the client. However, fee types charged by Usa Financial Securities Corporation likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

$223,546,536

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

166

MI Average: 21
Total Number of Accounts

1,433

MI Average: 1,586
Average Account Size

$155,999

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

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

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)

Metlife Securities

2016 - 2017 (1 year)

Massachusetts Mutual Life Insurance Company

2013 - 2013 (< 1 year)

Pnc Bank

2013 - 2013 (< 1 year)

Pnc Investments

2013 - 2016 (3 years)

Pnc Investments

*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 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

Kevin Dudka
Ada, MI
Susan Green
Tustin, CA
Michael Frantz
Ada, MI
Shannon Larosse
Ada, MI
Matthew Fry
Ada, MI
Robert Travers
Oak Forest, IL
Michael Smolko
Ada, MI

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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