Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KUSSKE FINANCIAL, INC. charges fixed and hourly fees. Financial plans range from $750 to $2,500 and are negotiable, based on the complexity of the client's situation. Hourly planning services range from $250 to $350 per hour for limited scope engagements. Some work is done at no cost at the advisor’s discretion.
Areas of Practice
Advisor Information
Office location
11980 Portland Ave S, Burnsville, MN, 55337
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Luann provides investment advisory services through Gallagher Fiduciary Advisors, dedicating about a third of her time. She also works full-time as an investment advisor representative for Kusske Financial, Inc. Finally, Luann works as a notary, spending minimal time on this activity.