Kevin ZicklerCRD Number: 6142739
Current Firm: Cuso Financial Services, LP
Kevin Zickler (CRD# 6142739) is an Investment Advisor Representative working at Cuso Financial Services, LP in Post Falls, ID and has over 4 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Cuso Financial Services, LP||San Diego, CA||May 2016 - Current||1|
|Edward Jones||St Louis, MO||Dec 2012 - Apr 2016||3|
|Unemployed||Spokane, WA||Jun 2012 - Dec 2012||< 1|
|Pss World Medical||Auburn, WA||Jul 2010 - Jun 2012||1|
|Office Depot||Kent, Wa, WA||Nov 2006 - Jul 2010||3|
|Coca-cola Enterprises Bottling Company||Bellevue, WA||Jun 2004 - Nov 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV