Donald Kusak (CRD# 2418643) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Cypress, TX and has over 30 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Kusak Wealth Management, Inc. | Cypress, TX | Jan 2016 - Current | 8 |
| Concourse Financial Group Securities Inc. | Cypress, TX | Jan 2012 - Current | 12 |
| Patriot Strategic Investments LLC | Houston, TX | Jan 2012 - Jun 2016 | 4 |
| Kusak Financial Inc. | Houston, TX | Mar 2000 - Jan 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- TX
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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