Jason
Kuss

Lpl Financial LLC

CRD#5729210
Investment Advisor
in Cloquet, MN

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About this Advisor

Jason Kuss is a financial advisor operating in Cloquet, Minnesota with 2 years of industry experience. Kuss is an advisor for Lpl Financial LLC. Throughout their career, Kuss has worked at Complete Media, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Manifest Wealth Management (Dba), Schelitzche Group, Inc, Kuss Properties LLC, Carlton Area Chamber Of Commerce, Cloquet Youth Baseball And Softball Association, Bni - Woodcity, Lpl Financial LLC, Jason Kuss LLC and Business Networking International-Wood City. Kuss maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota. Lpl Financial LLC is a business that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in total assets between its 1,688,501 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management usually depend on which service is offered. Fees billed by Lpl Financial LLC can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1001 Stanley Ave, Ste 101
Cloquet, MN 55720

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MN Average: $646,059,043
Total Number of Employees

31,366

MN Average: 13
Total Number of Accounts

1,688,501

MN Average: 661
Average Account Size

$217,956

MN Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jason Kuss Work History

Jason has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2020 - Present (4 years)

Carlton Area Chamber Of Commerce

2020 - Present (4 years)

Cloquet Youth Baseball And Softball Association

2018 - Present (6 years)

Kuss Properties LLC

2017 - Present (7 years)

Manifest Wealth Management (Dba)

2017 - Present (7 years)

Schelitzche Group, Inc

2014 - Present (10 years)

Jason Kuss LLC

2002 - Present (22 years)

Complete Media

2020 - 2021 (1 year)

Bni - Woodcity

2013 - 2015 (2 years)

Business Networking International-Wood City

2010 - 2021 (11 years)

Various Insurance Carriers For W&R Insurance Agencies

2009 - 2021 (12 years)

Waddell & Reed, Inc

*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 Jason Kuss 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Gary Mesko
Sarasota, FL
Gregory Osborn
North Reading, MA
David Travis
Springfield, IL
Brandi Hoover
Hattiesburg, MS
Michael Starensier
Fort Mill, SC
Patrick Barnett
Charlotte, NC
Jason Strandberg
Fort Madison, IA

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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