Jacob Kuebler is a CFP-designated registered investment advisor at Bluestem Financial Advisors, LLC, based in Savoy, IL, with 15 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 5 more. Their firm serves 185 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bluestem Financial Advisors offers investment management as part of their open retainer service. The annual fee is based on a percentage of your net worth, billed quarterly in advance. The minimum base fee for the open retainer service is $5,000. Investment services are provided on a discretionary basis.
Contact
Jacob Kuebler
Location
1809 Woodfield Drive, Suite A, Savoy, IL, 61874
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is a part-time lecturer at the University of Illinois at Urbana-Champaign since 2016, spending about 10-20% of his time on this. He also manages ViviLu, LLC, which owns and leases commercial office space, dedicating minimal time to this activity.
Employment History
Current Registrations
Bluestem Financial Advisors, LLC
Previous Registrations
Folk Financial Planning
State Registrations1 state
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