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Jacob Daniel Kuebler

BLUESTEM FINANCIAL ADVISORS, LLC·SAVOY, Illinois
Series 65Clean record16 years registeredBLUESTEM FINANCIAL ADVISORS, LLC
1809 WOODFIELD DRIVE, SAVOY, IL 61874CRD# 5797905Firm CRD# 158418

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Daniel Kuebler · SAVOY, IL
Registration
CRD #5797905 · BLUESTEM FINANCIAL ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

BLUESTEM FINANCIAL ADVISORS, LLC
Aug 2011 – present
FOLK FINANCIAL PLANNING
Jun 2010 – Dec 2011
CHAMPAIGN, IL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 14, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUESTEM FINANCIAL ADVISORS, LLC
CRD 158418 · SEC 801-116798
AUM
$279M
Regulatory assets under management
Employees
9
919 client accounts
Services offered by BLUESTEM FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLUESTEM FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jacob Daniel Kuebler offer?
Jacob Daniel Kuebler specializes in Financial Planning, Investment Management. Contact their office in SAVOY, Illinois for a consultation.
What are Jacob Daniel Kuebler's credentials?
Jacob Daniel Kuebler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Daniel Kuebler located?
Jacob Daniel Kuebler is based in SAVOY, Illinois, working with BLUESTEM FINANCIAL ADVISORS, LLC. Their office serves clients in the SAVOY metropolitan area and surrounding communities.
How does Jacob Daniel Kuebler charge for services?
Jacob Daniel Kuebler's firm is compensated through hourly charges, subscription fees, other: percentage of net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUESTEM FINANCIAL ADVISORS, LLC?
BLUESTEM FINANCIAL ADVISORS, LLC has approximately 9 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLUESTEM FINANCIAL ADVISORS, LLC

Joshua Leon Cutler
SAVOY, IL
CFP

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