Advisors


Mary Kusske

Mary B. Kusske

Phone: 952-895-6963
Fax: 952-895-0718
E-mail: mbkusske@kusskefinancial.com


Mary B. Kusske is a Certified Financial Planner ™ with over 20 years of experience. She is a frequent public speaker on retirement planning and financial issues. She volunteers her expertise for the Financial Planning Association of Minnesota as well as other community organizations. She enjoys teaching young adults the benefits of financial planning. more...


Travis Buck

Travis Buck

Phone: 952-895-6963
Fax: 952-895-0718
E-mail: tbuck@kusskefinancial.com


 

Travis Buck joined KFM, Inc. in 2001 and brings 13 years of financial experience to the team. Prior to joining KFM, Inc. he was employed by Wells Fargo Investment Services. As a Certified Financial Planner ™ certificant, Travis develops personal financial plans with estate and tax strategies around each client’s specific goals and objectives. more...


Brett Kusske

Brett Kusske

Phone: 952-895-6963
Fax: 952-895-0718                                                                                                                        E-Mail: bkusske@kusskefinancial.com


Brett joined KFM Inc. in 2007 and is responsible for researching investments and various issues such as new riders on annuity contracts or performance on your accounts. He also prepares and analyzes the retirement and cash flow projections used by our advisors. more...

 

 


 

Brian Adamek

Brian Adamek

Phone: 952-895-6963
Fax: 952-895-0718                                                                                                                         E-mail: badamek@kusskefinancial.com

 


Brian J. Adamek is part of the team at Kusske Financial Management, Inc. His primary responsibilities include working with advisors on developing financial plans, analyzing investment portfolios, and reviewing insurance, tax, and estate issues for clients.

Brian is currently enrolled in the Minnesota State University, Mankato's Financial Planning Certificate program to earn the designation of Certified Financial Planner. Prior to joining KFM, Brian worked as an analyst for a Mutual Fund Subaccounting company in Minneapolis. Brian graduated from Saint John's University in 2006. After four years as a student athlete, he now serves on the Saint John's Alumni Board, and as a volunteer football coach at Rosemount High School.


 

Management


Lu Neuman

Lu Neuman

Phone: 952-895-6963
Fax: 952-895-0718
E-mail: lneuman@kusskefinancial.com


Lu joined KFM Inc. in 1991 and is responsible for the day to day management of the office. As the Chief Operations Officer she oversees daily business activities, ensures compliance initiatives are met in addition to being a resource for all team members. more...


Jacque Jensen

Jacque Jensen

Phone: 952-895-6963
Fax: 952-895-0718
E-mail: jjensen@kusskefinancial.com


Jacque joined KFM Inc. in 1994 and is responsible for maintaining our record management system and handling service inquires. Jacque will assist with issues such as accessing accounts on-line, receiving statements, and ensuring you receive distributions from your accounts, and annual required minimum distributions from your IRAs. more...


Associates


Dena Norris

Dena Norris

Phone: 952-895-6963
Fax: 952-895-0718
E-mail: dnorris@kusskefinancial.com


Dena joined KFM Inc. in 2004 as the Director of First Impressions. In 2007 she was promoted to the Service Assistant position. Dena is responsible for making certain your transactions are taken care of properly and in a timely manner. She processes checks, applications, beneficiary updates, rollovers and transfers.


Sue Clubb-Mueller

Sue Clubb-Mueller

Phone: 952-895-6963
Fax: 952-895-0718


Sue joined KFM Inc. in 2008 and is responsible for maintaining our database to ensure we have correct and up to date information on you. In addition, she is the person behind the scenes who sends out timely educational information on topics you may be interested in learning more about.