Tamara
Kukainis
Vicus Capital, Inc
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About this Advisor
Tamara Kukainis is a certified financial planner who works out of Marlton, New Jersey with a total of 17 years of relevant experience. Kukainis is an employee of Vicus Capital, Inc. Kukainis has gained experience at Walnut Street Securities, Inc, Schwartz Financial Associates, Inc, Vicus Capital, Inc (Formerly Pfg Financial Advisors) and Cetera Advisor Networks LLC. Kukainis maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Vicus Capital, Inc is an advisory company headquartered in State College, PA. The firm has offices in 40 locations and a total of 87 financial advisors. It handles $2 billion in total assets between its 8,080 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to two charitable organizations. Of its 8,080 customer accounts, 30% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically are based on the type of financial services provided. However, fees charged by Vicus Capital, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vicus Capital, Inc Brokerage Details
$2,014,773,022
87
8,080
$249,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Tamara Kukainis Work History
Tamara has been registered as a financial advisor for 17 years.*
Cetera Advisor Networks LLC
Vicus Capital, Inc (Formerly Pfg Financial Advisors)
Schwartz Financial Associates, Inc
Walnut Street Securities, 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 Tamara Kukainis 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 Vicus Capital, Inc
State College, PA
Bridgewater, NJ
New York, NY
State College, PA
Lakewood, PA
State College, PA
State College, PA
Columbia, MD
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.
