Samuel Kust
Investment adviser representative at Maggi Investment Services, LLC
24 yearsExperience
2 statesRegistered in
$154MFirm assets
Under 1 yearFirm in business
Are you Samuel Kust? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Maggi Investment Services, LLCOct 2025 to now
- Maggi Tax Advisory Group, Inc.Oct 2025 to now
- Kch TruckingMay 2022 to now
- Dsw Transportation, Inc.Feb 2020 to now
- Fidelis Wealth Management, LLCMar 2023 to Dec 2025
- International Assets Investment Management, LLCOct 2022 to Dec 2022
- Portfolio MedicsAug 2022 to Oct 2022
- Munson FinancialFeb 2022 to Aug 2025
- Campbell UniversityAug 2021 to Dec 2021
- US ArmyJun 2017 to Jun 2022
- StudentAug 2002 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Maggi Investment Services, LLC
$154MAssets managed
515Clients
2Advisers
Under 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
- 7613773
- Firm CRD
- 156856