Kevin Jay Aguas
Investment adviser representative at Cross State Financial Group LLC
19 yearsExperience
1 stateRegistered in
$188.3MFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Cross State Financial Group, LLCDec 2018 to now
- Insurance SalesJun 2015 to now
- Northern Arizona UniversityAug 2012 to now
- Aguas Investment, IncNov 2007 to now
- Cue Financial Group IncJul 2009 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cross State Financial Group LLC
$188.3MAssets managed
406Clients
9Advisers
6 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
- 4573669
- Firm CRD
- 282011