Mary B. Kusske

Our History | Kusske Financial, Inc.

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In the Financial Advisory Industry, “holistic” is a popular buzzword to describe a form of financial planning defined as, “the process of pursuing life’s goals through the proper management of your resources.” In this type of planning, financial advisors consider all of life’s goals together including buying a home, saving for education, planning for retirement, or building a legacy. 

 

At Kusske Financial, located in Burnsville, MN, Mary Kusske along with her business partner and son, Brett Kusske, do this type of financial planning. Clients’ finances impact so many decisions, so they focus their efforts on making sure clients understand and are well prepared for these decisions. Kusske Financial is built on the idea that education is the foundation to financial success. Mary and her team regularly hold training sessions and workshops, helping people understand their personal finances and achieve financial independence. Both Mary and Brett are Certified Financial Planners (CFPs) and believe every client deserves an advisor with this certification. They are well versed in public retirement plans, traditional and Roth IRA’s, 401(k), 403(b), and 457 deferred compensation plans.

 

Keeping with the firm’s founding idea, Mary is dedicated to her own financial education. For years, she has been a Master Elite IRA Advisor with Ed Slott and Company. Mary is committed to rigorous and continuous training about IRAs, staying armed with current information to better serve her clients.  Mary is a member of the Financial Services Institute (FSI), a group created to ensure all individuals have access to competent and affordable financial advice, products, and services.  Through this group, she supports financial advisors by meeting with people in top levels of government to do what’s best for the advisory industry.

 

Kusske continues improving the service they already provide. They pride themselves on client care and of course, client education. Although they have many clients, they aim to maintain their small, family-office feel, providing individualized attention and service.  In partnership with f3Logic, Mary and Brett see a bright future for their firm and the clients they serve.

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Our Purpose and Vision – Client First

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By co-founding f3Logic, Mary had two goals in mind. She wants to work with like-minded advisors and maintain control over her business. Working with a large broker-dealer does not fit Kusske Financial’s culture, limits products, increases the cost of business, and requires prioritizing certain offerings over a client’s best interests. The founders of f3Logic have similar principles, including an emphasis on client care, education, and ethical practices.

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All information above has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Kusske Financial, Inc is a Registered Investment Adviser.