Luann Neuman is a registered investment advisor at Kusske Financial, INC., based in Burnsville, MN, with 37 years of industry experience. Luann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 12 clients with $3.2M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial Plan: The fee ranges from $750 to $2,500 and is negotiable, depending on the complexity of the client's situation. Follow-up implementation work is billed separately per hour or by retainer.
- Hourly Planning: For limited scope engagements, the hourly rate ranges from $250 to $350.
Location
11980 Portland Ave S, Burnsville, MN, 55337
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Kusske Financial, INC.
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Independent Financial Group, LLCBroker
National Planning CorporationBroker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Cmp Equities, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.