KS
Kevin Susmarski
FIRST CHOICE FINANCIAL SERVICES LLC
Oak Brook, IL 60523
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CRD#: 8031402
KS
Professional summary
Kevin Susmarski is a registered financial advisor currently at FIRST CHOICE FINANCIAL SERVICES LLC located in Oak Brook, Illinois.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kevin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1)Village of Hinsdale Police Department; No; Hindsdale, IL; Law Enforcement; Sergeant/ Patrol Division Supervisor; 03/2001; 160/ HRS MO; 80/ HRS MO- 80% of his time (2)Kevin Susmarski, Sole Proprietor; Yes; Insurance Agent; 07/2024; 20/ HRS MO; 20/ HRS MO- 10% of his time
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Susmarski's 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®
NoneExperience
Current
January 24, 2025 - Present
FIRST CHOICE FINANCIAL SERVICES LLC
Office #1: Suite 805, Oak Brook Twenty Two 1301 West 22nd Street, Oak Brook, IL 60523RIA
CRD#: 145255
Oak Brook, IL
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
Illinois(1/24/2025)
Current Firm
FC
FIRST CHOICE FINANCIAL SERVICES LLC
FIRST CHOICE FINANCIAL SERVICES LLC
CRD#: 145255 / SEC#:
Florida
Registered Investment Advisory firm - (1/28/2025 Approved)Illinois
Registered Investment Advisory firm - (2/27/2008 Approved)Texas
Registered Investment Advisory firm - (12/2/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Suite 805, Oak Brook Twenty Two 1301 West 22nd Street, Oak Brook, IL 60523
Mailing Address
Phone number
(630) 541-8344
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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