AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MC

Mark P. Cussen

FMSA
Overland Park, KS
CRD#: 2505156
Some features on this profile are disabled
MC
Mark Philip CussenFMSA

Professional summary


Mark Philip Cussen, who also goes by Mark Philip Cussen, is a registered financial advisor currently at FMSA located in Overland Park, Kansas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Mark has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mark Philip Cussen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Philip Cussen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 12, 2026 - Present

FMSA

RIA
CRD#: 154136
Overland Park, KS
Past

February 8, 2023 - September 15, 2023

NIGHTINGALE ADVISORS, LLC

RIA
CRD#: 293194
Overland Park, KS
Past

April 7, 2020 - January 21, 2021

BEDROCK INVESTMENT ADVISORS

RIA
CRD#: 173131
Overland Park, KS
Past

May 21, 2003 - May 10, 2004

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
OVERLAND PARK, KS
Past

May 21, 2003 - May 10, 2004

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

June 10, 2002 - May 6, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
SHAWNEE MISSION, KS
Past

May 24, 2002 - May 6, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

January 14, 2002 - April 29, 2002

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

July 26, 2000 - August 1, 2001

FIRSTAR INVESTMENT SERVICES,INC.

BD
CRD#: 14536
MORRIS PLAINS, NJ
Past

June 18, 1996 - March 21, 2000

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

February 5, 1996 - June 26, 1996

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 13, 1995 - July 6, 1995

DST SECURITIES, INC.

BD
CRD#: 8129
KANSAS CITY, MO

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FM
FMSA
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA
Registered Investment Advisory firm - (8/23/2010 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kansas
(6/12/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/9/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 2/20/1996
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FM
FMSA
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA
Registered Investment Advisory firm - (8/23/2010 Approved)
Loading...

Contact information


Main Address
Delray Beach, FL
Mailing Address
Phone number
(561) 289-2602
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (7 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FMSA ADV 2 (2/11/2026)

Regulatory assets under management


Total Number of Accounts1,784
AUM (Assets Under Management)$ 216,378,047

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FMSA

CRD#: 154136Overland Park, KS

TRUST BUT VERIFY

Monitor Mark Cussen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.