BK
CFP
BK
CFP

Brett Kusske

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

11980 Portland Ave. S, Burnsville, MN, 55337

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Brett is an investment advisor representative for Gallagher Fiduciary Advisors LLC and a MN insurance agent offering fixed insurance products, spending about a quarter of his time on these activities. He is also a partner at KB Accounting and Tax LLP, president of Kusske Financial Inc, and a shareholder in MKBK Properties, a commercial building ownership structure.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Gallagher Fiduciary Advisors, LLC
July 2023 - Present · 2 yrs 7 mos
Kusske Financial, INC.
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Triad Advisors LLCBroker
August 2023 - August 2024 · 1 yr
Independent Financial Group, LLC
May 2019 - January 2022 · 2 yrs 8 mos
Kusske Financial Management, INC.
January 2018 - December 2018 · 11 mos
F3logic, LLC
November 2017 - May 2023 · 5 yrs 6 mos
Independent Financial Group, LLCBroker
October 2017 - August 2023 · 5 yrs 10 mos
National Planning Corporation ("npc of America" in Fl & Ny)
July 2012 - November 2017 · 5 yrs 4 mos
National Planning CorporationBroker
February 2008 - November 2017 · 9 yrs 9 mos
Aig Financial Advisors, INC.Broker
January 2008 - February 2008 · 1 mo
State Registrations19 states
AZCOFLGAHIIAIDILKYMNMTNDNHNMNYTXUTVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.