Luann Neuman is a registered investment advisor at Kusske Financial, INC., based in Burnsville, MN, with 38 years of industry experience. Luann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 12 clients with $3.2M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Kusske Financial offers retainer agreements for ongoing financial planning and advice, with annual fees determined based on the complexity of your financial situation.
- Comprehensive financial plan — $750 to $2,500 depending on the complexity of your situation, covering net worth statements, cash flow, investment reviews, tax planning, retirement scenarios, insurance, and estate planning
- Hourly consulting — $250 to $350 per hour for limited-scope advice and specific questions
Location
11980 Portland Ave S, Burnsville, MN, 55337
Get directionsHistory
Regulatory 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.
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.
Exams
More Advisors
- Christopher Peterson, CFPEdward Jones
- Andrew Glaisner, CFPAmeriprise Financial Services, LLC
- Thomas Asenbrenner, CFPAmeriprise Financial Services, LLC
- Jeffry Robinson, CFP
- Paul Swanson, CFP, PFSPanoramic Financial Management
- Thomas Barth, CFPEdward Jones