Kevin Wade Kusak

Current Employers

Employment History

• 01/2012 → 02/2025
  Concourse Financial Group Securities Inc
  Cypress, TX
• 10/2015 → Present
  (Dba) Kusak Wealth Management, Inc.
  Cypress, TX
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Cypress, TX
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2025 → Present
  4 Elks Ranch Llc
  Yoakum, TX

Previous Registrations

• 2012-01-24 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Sugar Land, TX
  Cypress, TX
  Birmingham, AL
• 2010-02-09 → 2012-01-06
  Investment Advisors International, Inc.
  Houston, TX

Other Businesses

1) (dba) KUSAK WEALTH MANAGEMENT INC.; Investment Related; 16341 Mueschke Road, Suite 160, Cypress, TX 77433; Financial Services and Wealth Management; President/Financial Advisor; Start Date 10/2015; 160 hours per month with 8 of those hours occurring during trading hours; Take a holistic approach to financial guidance for new and existing clients, meet with clients to develop and implement comprehensive strategies designed to address each individual's situation, and sales and service of insurance products including indexed annuities. >> 2) NAME OF OTHER BUSINESS: 4 ELKS RANCH LLC; INVESTMENT RELATED: NO; ADDRESS: 157 CR 440, YOAKUM, TX 77995; NATURE OF BUSINESS: RANCH; START DATE: 8/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WORK WEEKENDS TO OPERATE AND MAINTAIN A RANCH THAT IS OWNED BY THE LLC;

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-31
• S63 Uniform Securities Agent State Law Examination
  2004-08-25

Designations