Michael Kuzara
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Multi-generational wealth transfer
General retirement planning
Wealth management
Occupation focus
Military & Veterans
Government Employee
Work history
Edward Jones
2024 - Present (2 years)
US Army
1992 - Present (34 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Brent O
Series 66
Warrenton, VA
Edward Jones
Casandra A
Series 66
Aldie, VA
Fidelity
Cassie Arture is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans aimed at achieving their goals. She works closely with clients to create roadmaps tailored to their financial objectives and provides them with knowledge about the tools and resources available through Fidelity. Cassie has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Her experience spans various aspects of client relationship management and financial planning within the company.
Nainoksha K
Series 66
Gainesville, VA
Edward Jones
Cassandra L
Series 66
Haymarket, VA
Edward Jones
Justin E
CFP®, Series 63, Series 66
Aldie, VA
Fidelity
Justin Euller is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2005, progressing through roles including Investment Consultant, Retirement and Investment High Net Worth Associate, Retirement and Investment Services Associate, and 401k Service Associate. With 20 years of experience, Justin focuses on building client relationships based on dependability, integrity, and simplicity. He works with clients to create plans aimed at managing, protecting, and growing their wealth. Justin holds an Arkansas Insurance License.
Justin Q
Series 66
Nokesville, VA
Edward Jones
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