Jacob Kuebler (CRD# 5797905) is an Investment Advisor Representative working at Bluestem Financial Advisors, LLC in Savoy, IL and has over 13 years of experience in the finance industry. Jacob Kuebler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4204391
Northwestern Mutual Investment Services,llc
CRD# 2667464
Northwestern Mutual Investment Services,llc
CRD# 5638945
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bluestem Financial Advisors, LLC | Champaign, IL | Jul 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
- IL
-
Total Assets Under Management279MILLIONS
-
Total Number of Accounts919ACCOUNTS
-
Average Account Value$304,014
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, IL, TX
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