Anessa Custovic
Investment adviser representative at Cardinal Retirement Planning, Inc.
11 yearsExperience
2 statesRegistered in
$127.4MFirm assets
1 yearFirm 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
- Pension consulting
Experience
11 years in the industry.
- Cardinal Retirement Planning, Inc.Sep 2020 to now
- Self-employedAug 2018 to now
- Tower Street AssociatesDec 2017 to Jun 2018
- University of North Carolina At Chapel HillAug 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Cardinal Retirement Planning, Inc.
$127.4MAssets managed
107Clients
3Advisers
1 yearIn 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
- 7283489
- Firm CRD
- 166545