Samuel Kust
Advisor at Maggi Investment Services, LLC — Oldmar, FL
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.
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
Series 65
Experience Industry experience
3 years
Location
Oldmar, FL 34677
Maggi Investment Services, LLC
Supported
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.
Based on Maggi Investment Services, LLC
Based on Maggi Investment Services, LLC
Fixed fees up to $5,000 based on complexity for financial planning; Annual review fees $300 to $2,500
$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
$250 per hour for financial planning services
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
Oldmar, FL
3895 Tampa Road
Oldmar FL 34677
Advisors at this office
2
Florida · Texas
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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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