user avatar

Samuel Kust

Advisor at Maggi Investment Services, LLC — Oldmar, FL

Updated today

Credentials

Series 65

Experience

3 years

Location

Oldmar, FL 34677

Maggi Investment Services, LLC logo

Maggi Investment Services, LLC

Supported

Total advisors

3

Across 2 offices

Clients per advisor

172 Very High

Avg AUM per client

$299,029 Very Low

HNW client ratio

5% Very Low

About

Samuel Kust is a Series 65-licensed financial advisor at Maggi Investment Services, LLC with three years of industry experience. His prior roles include positions at Fidelis Wealth Management, Munson Financial, and International Assets Investment Management. Kust is also a co-owner of two transportation companies, KCH Trucking and DSW Transportation, Inc. Maggi Investment Services, LLC provides personalized financial planning and asset management primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to construct portfolios, often managing assets through third-party managers with regular account reviews.

Client services

Based on Maggi Investment Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Maggi Investment Services, LLC

General retirement planning Income planning General tax planning

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees up to $5,000 based on complexity for financial planning; Annual review fees $300 to $2,500

Percentage

$0+: 1.5% annually $0+: Custom Indexing Strategic Portfolios: 1.75% annually (GI 0.75%, MIS 1.00%) $0+: Strategic Portfolios: 1.60% annually (GI 0.60%, MIS 1.00%) $0+: Tactical Portfolios: 1.60% annually (GI 0.60%, MIS 1.00%) $0+: Custom Indexing - Allocation Portfolios: 1.75% annually (GI 0.75%, MIS 1.00%) $0+: Allocation & Defined Outcome Portfolios: 1.60% annually (GI 0.60%, MIS 1.00%) $0+: Preservation Portfolios: 1.00% annually (GI 0.40%, MIS 0.60%) $0+: Private Wealth Portfolios: 1.50% annually (GI 0.50%, MIS 1.00%) $0+: Client Directed Accounts: flat $300 GI fee, $0 MIS fee

Project-based

$250 per hour for financial planning services

Other

Fee-only: Hourly fee of $250 per hour; Fixed fees up to $5,000 for financial planning services; Annual review fixed fees ranging from $300 to $2,500

Location

See office

Oldmar, FL

3895 Tampa Road

Oldmar FL 34677

Advisors at this office

2

Most active in

Florida · Texas

Work history

3 years of industry experience

Maggi Investment Services, LLC

2025 - Present • 1 year

Oldsmar, FL

Maggi Tax Advisory Group, Inc.

2025 - Present • 1 year

Oldsmar, FL

Fidelis Wealth Management, LLC

2023 - 2025 • 2 years

Dania Beach, FL

International Assets Investment Management, LLC

2022 - 2022 • 1 year

Ft. Lauderdale, FL

Portfolio Medics

2022 - 2022 • 1 year

Bonita Springs, FL

KCH Trucking

2022 - Present • 4 years

Myrtle Beach, SC

Munson Financial

2022 - 2025 • 3 years

Pymouth, MN

Campbell University

2021 - 2021 • 1 year

Buies Creek, NC

DSW Transportation, Inc.

2020 - Present • 6 years

Myrtle Beach, SC

US Army

2017 - 2022 • 5 years

Ft Bragg, NC

Student

2002 - 2017 • 15 years

Palatine, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Austin H

CFP®, Series 66, CIMA®

Tampa, FL

Hunt Wealth

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Retirement income strategy Cash flow / budgeting Roth conversion strategy General tax planning Tax-loss harvesting Sales Professional Technology Professional Retired Consultant HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired
user avatar

Daniel P

CFP®, Series 63, Series 65

Tampa, FL

Dwf Wealth Management

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Wealth management Retirement income strategy Retirement withdrawal strategies Long-term care insurance Self-Employed Sales Professional Educators, Teachers, and Academics University Employee Approaching retirement Established Professionals
user avatar

Jeffrey S

CFP®, Series 63, Series 66

Tampa, FL

Farther

Jeffrey Schlotterbeck Jr. is a CFP® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Luke M

Series 66

Tampa, FL

Valic Financial Advisors

Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")