KUSSKE FINANCIAL, INC.
Firm details
- Headquarters
- BURNSVILLE, Minnesota
- CRD number
- 299967
- Website
- www.kusskefinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.47%
- Individuals8.53%
- Services
- Educational Seminars / Workshops
Firm profile
FINTRXOverview
Kusske Financial, Inc. is a small, corporation‑structured adviser that serves individual and family clients. The firm combines advisory work with insurance brokerage and runs educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not positioned as an institutional pension consultant or a multi-state adviser, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Investment Grade Corp Bonds23%
- Non-Exchange Traded Equities16%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds5%
Contacts
3 of 5BRETT KUSSKE
PresidentCRD 5437823
TRAVIS BUCK
Financial AdvisorCRD 4056190
Anthony Johnson
Financial AdvisorCRD 7008015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURNSVILLE, MN
DAKOTA
Location
BURNSVILLE, MN
Headquartered in BURNSVILLE, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- DAKOTA
- Address
- 11980 Portland Ave
- Time zone
- CT (UTC-6)
- Office locations
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