Gary Lee Kusak

Current Employers

Employment History

• 08/1987 → Present
  Kusak Farms
  Shiner, TX
• 04/2012 → 02/2025
  Concourse Financial Group Securities Inc
  Shiner, TX
• 10/2021 → Present
  (Dba) Kusak Wealth Management
  Shiner, TX
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Shiner, TX
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-04-30 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Shiner, TX
  Sugar Land, TX
  Shiner, TX
  Birmingham, AL
• 2012-01-06 → 2012-05-08
  Transamerica Financial Advisors, Llc
  Shiner, TX
  Liberty Hill, TX
• 2010-05-13 → 2012-01-06
  Investment Advisors International, Inc.
  Houston, TX

Other Businesses

(dba) KUSAK WEALTH MANAGEMENT; Investment Related; 503 N Avenue F, Shiner, TX 77984; Insurance and Investments; Owner/Adviser; Start Date 10/2021; 80 hours per month, more or less, with the majority of those hours per month occurring during trading hours; Offer securities and insurance products to prospects and clients. >> KUSAK FARMS; Non-Investment Related; Residence; Farming; Owner/Manager; Start Date 03/1995; 20 hours per month; Farming, cattle, poultry production. >> GARY KUSAK - MUSICIAN; Non-Investment Related; Residence; Other; Owner; Start Date 05/2011; 10 hours per month; Musician for weddings, parties and social events. >> OIL/GAS LEASING; Non-Investment Related; Residence; Other; Mineral Owner; Start Date 09/2013; No hours per month; My property has been pooled into a drilling unit for oil/gas production. >> SHINER HILLSIDE GUESTHOUSE; Non-Investment Related; Residence; Other; Owner; Start Date 05/2011; 10 hours per month; Bed and breakfast repair/maintenance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-22
• S63 Uniform Securities Agent State Law Examination
  1996-08-30

Other Names

• Gary Kusak