Thad Jeremie Kusick

Advisor at Edward Jones — Orr, MN

Updated today

Credentials

Series 63

Experience

24 years

Location

Orr, MN

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Thad Kusick is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, he owns and manages personal pasture land in Austin, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Orr, MN

Orr MN

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

24 years of industry experience

Edward Jones

2002 - Present • 24 years

St Louis, MO

Disclosures

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

Business activities & affiliations

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