Oldmar, FL Office
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Maggi Investment Services, LLC
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About
Maggi Investment Services, LLC provides personalized financial planning, asset management, and referrals to third‑party money managers for individual and high‑net‑worth clients. The firm offers both discretionary and non‑discretionary portfolio management, as well as hourly and fixed‑fee financial planning and annual review services, and reports that the majority of client assets are placed with third‑party managers.
The firm documents client objectives in an investment policy or risk‑tolerance statement and employs fundamental, technical, and cyclical analysis when constructing portfolios; accounts are reviewed at least quarterly and may be managed directly or via model portfolios. Maggi Investment Services also operates a co‑advisor relationship with a third‑party portfolio manager under which the firm selects appropriate models and retains ongoing discretion while sharing oversight and fee arrangements with the manager.
Noteworthy distinctions include an affiliated tax and insurance business—through which the firm’s principals act as insurance agents and tax preparers—that the brochure discloses as a potential conflict of interest. The firm also discloses a formal referral and fee‑sharing relationship with a specific third‑party manager, including an incentive participation program and ownership links in the manager’s ownership structure, which influence how some client assets are placed.
Based on Maggi Investment Services, LLC
Expertise
Based on Maggi Investment Services, LLC
Location
3895 Tampa Road
Oldmar FL 34677
Advisors at this office
2
Advisors at this office
Samuel K
Series 65
Oldmar, FL
Maggi Investment Services, LLC
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.
Christopher M
Series 65
Oldmar, FL
Maggi Investment Services, LLC
Christopher Maggi is a financial advisor at Maggi Investment Services, LLC with 15 years of industry experience. He holds a Series 65 designation and serves as Vice President of College Funding of Tampa Bay, providing college and financial aid education. In addition, he is Vice President at Maggi Tax Advisory Group, Inc., where he is involved in insurance sales and tax preparation. Maggi Investment Services, LLC offers personalized financial planning and asset management services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios, provides both discretionary and non-discretionary management, and frequently utilizes third-party money managers.
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