Kevin Patrick Cusack

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → Present
  Stifel Nicolaus & Co Inc
  Grand Rapids, MI

Previous Registrations

• 2005-09-12 → 2016-08-02
  Oppenheimer & Co. Inc.
  Grand Rapids, MI
  Grand Rapids, MI
• 1999-11-22 → 2003-11-07
  Keybanc Capital Markets Inc.
  Grand Rapids, MI

Other Businesses

1.QUINTO FARMS LLC; 8572 BORDEN RD MUIR MI 48860; FARMING; MANAGER OF LLC; OVERSEES FARMING OPERATIONS; AFFILIATION STARTED 06/01/2009; 5 HOURS PER MONTH; NOT DURING SECURITIES TRADING HOURS; HIS WIFE AND HIM OWN THE FARM; NOT INVESTMENT-RELATED. 2.GRAND VALLEY UNIVERSITY. 301 MICHIGAN ST. NE STE 100, GRAND RAPIDS,MI 49503; COLLEGE FOUNDATION; BOARD MEMBER; ATTENDS BOARD MEETINGS 2X A YEAR; AFFILIATION STARTED 05/01/1999; 5 HOURS PER YEAR; NOT DURING SECURITIES TRADING HOURS; NOT INVESTMENT-RELATED. 3.GOD WORLD PUBLICATIONS; P.O.BOX 2002, ASHVILLE NC 2002; PUBLISHED A NEWS MAGAZING AND RADIO PODCASTS; BOARD MEMBER; ATTENDS BOARD MEETINGS; AFFILIATION STARTED 10/15/1996; 5 HOURS PER QUARTER; NOT DURING SECURITIES TRADING HOURS; NOT INVESTMENT-RELATED. 4.Cusack Holdings LLC,4711 BRADFORD NE GRAND RAPIDS MI 49525; FAMILY INVESTMENTS PRIMARYILY IN REAL ESTATE; MANAGING MEMBER; OVERVIEW INVESTMENTS FOR HIS FAMILY; AFFILIATION STARTED 05/01/2016; 1 HOUR PER MONTH; NOT DURING SECURITIES TRADING HOURS; NOT DURING SECURITIES TRADING HOURS; NOT INVESMENT- RELATED. 5. Armed Forces Thanksgiving; 72 Monroe Center NW Grand Rapids MI 49503; Hosts annual lunch honoring Veterans; Committee member; helps make decisions for lunch, speakers, and activities; affiliation started 02/05/2016; 4.0 hours per month; not during securities trading hours; not investment-related. 6. West Michigan Trails and Greenways; PO Box 10 Bryon Center, MI 49315; Board Member; Attend meeting and raise awareness for the need for safe biking trails; 02/01/2022; 3 Hours per Month; During Securities Trading Hours; Not Investment-Related. 7. Eric Metaxas Media; 641 Lexington Ave New York, NY 10022; book publishing, speaking engagements, film production; Member of Advisory board; help with decison making for annual activities; 09/15/2025; 2hrs/mth; Not during securities trading hours; Not investment related 8. Cornerstone University; 1001 East Beltline Grand Rapids, MI 49525; Business school and classes; Advisor Board Member for their industry council; Attend a zoom call; 11/20/2025; 2hrs/qtr; Not during securities trading hours; Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-22
• S63 Uniform Securities Agent State Law Examination
  1986-03-25