Kusske Financial, Inc. logo

Kusske Financial, Inc.

Updated today

Client assets under management

$3,173,558

Clients

12

83% high-net worth

Advisors

3

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

4

Very Low

Average account size

$264,463

About

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.

Client services

Educational seminars or workshops

Expertise

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Commissions

Advisory persons may receive commissions as registered representatives of Osaic Wealth, Inc. for commissionable transactions; no ongoing advisory fees on these transactions

Project-based

Hourly planning services range from $250 to $350 per hour

Subscriptions

Retainer agreements with annual fees based on complexity (amount negotiable)

Other

Fee-only: Financial planning fees range from $750 to $2,500 (negotiable)

Main office location

Kusske Financial, Inc.

11980 Portland Ave S

Burnsville MN 55337, United States

Number of offices

1

Most active in

Minnesota

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Luann N

Series 63, Series 65

Burnsville, MN

Kusske Financial, Inc.

Luann Neuman is a financial advisor at Kusske Financial, Inc. with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc., Triad Advisors, and National Planning Corporation. Outside of her advisory role, she is also a notary public, providing document notarization services to clients. Kusske Financial offers personalized financial planning for individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on non-discretionary financial planning, providing written evaluations and recommendations while leaving implementation decisions to clients.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Thomas J

Series 65

Burnsville, MN

Kusske Financial, Inc.

Thomas Jensen is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with one year of industry experience. He holds a Series 65 designation and has previously worked at several firms including Petros Family Wealth and Investment Rarities, Inc. Outside of advising, he is involved with Wear Out the Net, an activity he has participated in since 2019. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on non-discretionary financial planning, offering detailed recommendations and periodic reviews while leaving implementation decisions to clients.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Anthony J

Series 63, Series 65

Burnsville, MN

Kusske Financial, Inc.

Anthony Johnson is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC and Triad Advisors. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm emphasizes non-discretionary financial planning through fixed-fee and hourly engagements, delivering detailed written evaluations while leaving implementation decisions to clients.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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