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Mary B. Kusske

Managing Director - Senior Advisor

Mary helps shape the direction and purpose of the firm. She is also the founder of Kusske Financial Inc, a firm specializing in helping retirees and pre-retirees work toward financial independence.

The guiding philosophy at Kusske Financial is that education is the foundation of financial success. Mary is a regular public speaker, offering educational workshops about basic financial concepts and retirement planning.

Mary is well versed in the complicated issues associated with Minnesota’s Public Employee’s Retirement Association (PERA), traditional and Roth IRA’s, and 401(k), 403(b), and 457 deferred compensation plans. She is a member of Ed Slott’s Master Elite IRA Advisor Group, an exclusive organization of financial advisors that are equipped with the tools and resources to help their clients sort out the complicated tax laws on IRA’s, Roth IRA’s, and required minimum distributions. To help her clients plan care for themselves and those they love, Mary obtained the professional designation of CLTC (Certified in Long-Term Care) from the Corporation for Long Term Care Certification in 2012.  

Mary continues improving Kusske Financial’s client care and education through f3Logic. She believes that f3Logic will enable advisors to access their true entrepreneurial spirit and better serve their clients.

Professional Designations

  • Series 7, 24, 53, and 63

  • MN Insurance License 25218

  • Certified Financial Planner ™ Professional

  • Certified in Long-Term Care Planning

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