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Kevin D Kuebler

Advisor at Cambridge Investment Research Advisors — Sunrise Beach, MO

Updated today

Credentials

CFP®, Series 66

Experience

23 years

Location

Sunrise Beach, MO

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,913

Across 2,203 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Kevin Kuebler is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Avantax Advisory Services and New Perspectives Financial Services, which he owns. Kuebler is involved in community and nonprofit activities, serving as treasurer for the Bloomington Rotary Foundation and Knights of Columbus, and holding board positions with Our Lady of the Lake Finance Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, providing both discretionary and non-discretionary strategies across multiple platforms and proprietary model portfolios.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Sunrise Beach, MO

Sunrise Beach MO

Advisors at this office

2

Most active in

Illinois · Missouri · Texas

Work history

23 years of industry experience

Cambridge Investment Research, Inc

2021 - Present • 5 years

Fairfield, IA

Cambridge Investment Research Advisors, Inc.

2021 - Present • 5 years

Fairfield, IA

Avantax Advisory services

2019 - 2021 • 2 years

Bloomington, IL

Avantax Investment Services, INC.

2019 - 2021 • 2 years

Bloomington, IL

New Perspectives Financial Services, LLC

2016 - Present • 10 years

Bloomington, IL

Insight CPAs and Financial, LLC

2011 - 2016 • 5 years

Bloomington, IL

Avantax Insurance Services, INC.

2011 - 2021 • 10 years

Bloomington, IL

1ST Global Advisors, Inc.

2011 - 2019 • 8 years

Bloomington, IL

1st Global Capital Corp

2011 - 2019 • 8 years

Bloomington, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brett R

Series 66

Lake Ozark, MO

Quantum Financial Partners LLC

Brett Renner is a Series 66 licensed advisor at Quantum Financial Partners LLC with 14 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Renner is involved in several non-investment businesses, including ownership and operational roles in a cannabis production company and a restaurant business in the Lake Ozark area. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and manages both individual accounts and a private pooled investment vehicle with performance-based fees.

Active portfolio management Founder/Business Owner
user avatar

Diron T

Series 66, Series 65

Camdenton, MO

TCP Asset Management, LLC

Diron Tappin is a financial advisor with TCP Asset Management, LLC, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. He is involved in management of the Arizona Youth Football League and is a partner in Golden Clouds LLC, a youth sports organization. TCP Asset Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis, uses model portfolios and sub-advised strategies, and typically seeks discretionary authority to manage client portfolios.

Annuities
user avatar

Keith H

PFS™, Series 65, Series 66

Sunrise Beach, MO

Dale K. Ehrhart, Inc.

Keith Heil is a financial advisor with Dale K. Ehrhart, Inc., holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 24 years of industry experience and concurrently owns and operates Arise Wealth Management, LLC and Heil CPA Services, LLC. His prior experience includes roles at Arise Wealth Management and Arise CPA Services. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through a Family Office, a Private Client division, and a TAMP platform. The firm emphasizes client-specific Investment Policy Statements and discretionary portfolio management, employing fundamental analysis and diversified mutual fund/ETF strategies, along with more advanced trading techniques such as margin and options transactions.

Options & derivatives strategies Concentrated stock management
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Tedi H

CFP®, Series 63

Lake Ozark, MO

Destiny Capital Corporation

Tedi Hughes is a CFP® with six years of industry experience, currently serving at Destiny Capital Corporation. He has held roles at various firms, including LPL Financial and Raymond James Financial Services. Hughes is also associated with Aspen Wealth Strategies and The IRA Specialist. Destiny Capital Corporation is a multi-office firm serving individuals, high-net-worth clients, trusts, estates, and entrepreneurs. The firm employs a blend of strategic asset allocation and tactical adjustments, offering portfolio management, financial planning, consulting, and tax services through an affiliated entity.

Business exit / sale strategy Charitable giving & philanthropy Tax strategies for small businesses Private / alternative investments Founder/Business Owner Executive
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Reece W

Series 65

Osage Beach, MO

Ausdal Financial Partners, Inc.

Reece Waters is a financial advisor at Ausdal Financial Partners, Inc. and holds the Series 65 designation. He has no prior industry experience but has been involved in several entrepreneurial ventures, including ownership in Waters Real Estate Holdings LLC, Waters Development LLC, Waters Estates, LLC, and Blade Runners Mowing Co. Additionally, he has worked in education and hospitality, with roles ranging from teaching in local schools to managing Dog Days Bar and Grill. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial services tailored to client objectives and supports a multi-custodian platform with both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Nathan M

Series 66

Osage Beach, MO

Cornerstone Wealth Management, LLC

Nathan Morse is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Outside of his advisory role, he serves as president of a family business that manages cattle, beehives, and a coin-operated car wash. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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