Mark Philip Cussen
Investment adviser representative at Fmsa
11 yearsExperience
1 stateRegistered in
$216.4MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Outlier Ai, Inc.Aug 2026 to now
- FmsaApr 2026 to now
- IntuitJan 2026 to now
- UnemployedNov 2025 to Jan 2026
- SelectquoteJul 2025 to Nov 2025
- NorcMay 2025 to Jul 2025
- Jda TsgJan 2025 to May 2025
- Temp AgencyJul 2024 to Jan 2025
- UnemployedApr 2023 to Jul 2024
- H&r BlockDec 2022 to Apr 2023
- Unemployed/freelance WriterApr 2022 to Dec 2022
- Jackson Hewitt Tax ServiceJan 2022 to Apr 2022
- Bwm Advisory LLCMar 2020 to Jan 2022
- UnemployedOct 2019 to Mar 2020
- US GovtApr 2015 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (KS).
Fmsa
Legal name: Financial Management Services of America LLC.
$216.4MAssets managed
1,291Clients
22Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2505156
- Firm CRD
- 154136