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Mark Philip Cussen

FMSA
Overland Park, KS
·CRD# 2505156·31 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark Philip Cussen

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

FMSA·CRD# 154136
RIA
Overland Park, KS
June 12, 2026 - Present
NIGHTINGALE ADVISORS, LLC·CRD# 293194
RIA
Overland Park, KS
February 8, 2023 - September 15, 2023
BEDROCK INVESTMENT ADVISORS·CRD# 173131
RIA
Overland Park, KS
April 7, 2020 - January 21, 2021
NEXT FINANCIAL GROUP, INC.·CRD# 46214
RIA
Overland Park, KS
May 21, 2003 - May 10, 2004
NEXT FINANCIAL GROUP, INC.·CRD# 46214
BD
Houston, TX
May 21, 2003 - May 10, 2004
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
RIA
Shawnee Mission, KS
June 10, 2002 - May 6, 2003
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
St. Petersburg, FL
May 24, 2002 - May 6, 2003
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
January 14, 2002 - April 29, 2002
FIRSTAR INVESTMENT SERVICES,INC.·CRD# 14536
BD
Morris Plains, NJ
July 26, 2000 - August 1, 2001
QUICK & REILLY, INC.·CRD# 11217
BD
New York, NY
June 18, 1996 - March 21, 2000
MORGAN STANLEY DW INC.·CRD# 7556
BD
Purchase, NY
February 5, 1996 - June 26, 1996
DST SECURITIES, INC.·CRD# 8129
BD
Kansas City, MO
February 13, 1995 - July 6, 1995

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Current Firm

FM
FMSA

FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764
RIA
Registered Investment Advisory firm - SEC (8/23/2010 Approved)

Contact Information

Main Address

Delray Beach, FL

Phone Number

(561) 289-2602

# of Employees

20

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US 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 Accounts

1,784

AUM (Assets Under Management)

$216,378,047

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I am a freelance financial writer. I write educational articles for various financial websites. I charge $0.15 per word. Mark P Cussen is an income tax preparer for Cussen About Money, which is income tax preparation company. His responsibilities are to prepare personal income taxes. Fixed Insurance Sales to investment clients. 5 hours weekly during market hours. Expert Contributor- I'm helping AI models learn how to perform sophisticated financial planning tasks such as asset allocation, tax minimization and risk management. I write prompts requesting various financial planning tasks in layman's language and then write out the steps the AI model has to take to accomplish this. They are paying me $83.52 an hour for this work. I will be working anywhere from 15 to 40 hours per week for the foreseeable future, at least until tax season starts in January.

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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 - SEC (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.
IAR
Kansas
(6/12/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2026About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2019About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Feb 1996About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Feb 1996About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1995About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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