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Kevin A

Series 63, Series 66

Flagstaff, AZ

Cross State Financial Group LLC

Kevin Aguas is a financial advisor with Cross State Financial Group LLC in Flagstaff, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Cross State Financial Group since 2018 and previously spent nine years with Cue Financial Group Inc. In addition to his advisory work, he teaches finance and business classes at Northern Arizona University. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning, portfolio management, and third-party adviser monitoring. The firm manages approximately $166.8 million in discretionary assets through a team of nine advisors, employing a combination of fundamental analysis and tactical asset allocation with both model and customized portfolios.

Income planning Cash flow / budgeting
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