A complete list of active advisors currently associated with Kusske Financial, Inc.

Warmer can help you find a great advisor at Kusske Financial, Inc. or one who fits your needs even better.

Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm’s planning services include cash‑flow and tax planning, retirement and estate reviews, insurance analysis, education‑funding advice and detailed written financial plans with implementation recommendations. The firm emphasizes financial planning rather than ongoing portfolio management: it does not exercise investment discretion or recommend specific securities as part of a discretionary program, and clients retain custody and final decision‑making authority. Clients receive a written initial evaluation and periodic reviews, with follow‑up implementation billed separately or provided under retainer or hourly engagements. Kusske Financial reports several industry affiliations that are uncommon for a firm of its size: advisory personnel conduct securities business through a broker‑dealer (Osaic Wealth, Inc.), some advisory services are delivered through another registered investment adviser (Gallagher Fiduciary Advisors, LLC), and the firm discloses material arrangements with insurance companies/agencies; advisory persons may implement commissionable transactions in their separate capacity as registered representatives. The firm also does not provide performance reports or vote client proxies, and it maintains a business‑continuity arrangement with a registered representative to support operations if its principal becomes disabled or dies.

To learn more about the advisors currently working at Kusske Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.