Kevin Zickler, financial advisor Post Falls ID
89 score

Kevin Zickler

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Kevin M. Zickler
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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