Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
25 years
Location
Baker, MT 59313
OSAIC
Institution
James Cusimano is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors and Securities America, Inc. from 2017 to 2024, and has been involved with Blue Sky Financial Planning Group since 2005. Outside of his advisory roles, he serves as a successor trustee for the Cusimano Trust. OSAIC serves a diverse client base that includes individual investors, corporations, pension plans, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and third-party money managers to manage portfolios across various asset classes.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Baker, MT
116 S Main St
Baker MT 59313
Advisors at this office
1
Montana · Texas
25 years of industry experience
OSAIC
2024 - Present • 2 years
Glendive, MT
Securities America Advisors
2017 - 2024 • 7 years
Miles City, MT
Securities America, Inc.
2017 - 2024 • 7 years
Miles City, MT
Blue Sky Financial Planning Group
2005 - Present • 21 years
Miles City, MT
Ica
2005 - 2017 • 12 years
Glendive, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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