Michael Kusick has been Managing Member of Investmark Advisory Group since November 2016, is a control person of the firm and directly owns between 25% and 50% of it.
Investmark Advisory Group LLC is a Shelton, CT firm with $930M under management, 690 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Michael C. Kusick is Managing Principal, CEO and CFO of Investmark Advisory Group. He began his career at the firm in 1995 as a client service associate and assumed the role of CEO and Managing Principal in 2014. He has led the firm since then.
Michael Kusick’s longest registration is the current one, 25 years at Investmark Advisory Group since 2000.
- Commonwealth Financial NetworkAlso current– present · 25 yearsShelton, CT · Adviser representative · Firm CRD 8032
- – present · 25 yearsShelton, CT · Adviser representative · Firm CRD 121060
Professional designations
Listed by Investmark Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Kusick is registered as an investment adviser representative in 2 states. The first approvals date from October 2000; the most recent is Texas, in October 2020.
- ConnecticutSince 31 October 2000
- TexasSince 22 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 September 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 September 1996 |
| Series 7 | General Securities Representative Examination | 21 April 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 June 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Christopher Kusick
- CRD
- 2491494
- Firm
- Investmark Advisory Group · CRD 121060
- Role
- Managing Member
- Office
- 3 ENTERPRISE DRIVE, FOURTH FLOOR, Shelton, CT 06484
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- investmark.net
Where does Michael Kusick work?
Michael Kusick has been Managing Member of Investmark Advisory Group LLC since November 2016, and is a control person of the firm.
Is Michael Kusick a financial advisor?
Yes. Michael Kusick has a current investment-adviser registration in Connecticut and Texas, through Investmark Advisory Group since October 2000.
How many years of experience does Michael Kusick have?
Michael Kusick has 31 years in the financial industry, since November 1994, across 2 adviser firms.
What exams has Michael Kusick passed?
Michael Kusick has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in June 1994. FINRA credited Michael Kusick with the SIE, which began in October 2018.
Where is Michael Kusick based?
Michael Kusick’s registered office is in Shelton, CT.
Is Michael Kusick registered with FINRA?
Yes. Michael Kusick has a current broker registration, under CRD 2491494.
Source: FINRA BrokerCheck
Is Michael Kusick a CFP?
Investmark Advisory Group lists Michael Kusick with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Kusick’s record?
Search CRD 2491494 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Kusick’s full registration record.
