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Jacob Daniel Kuebler

BLUESTEM FINANCIAL ADVISORS, LLC·SAVOY, Illinois
Clean recordBLUESTEM 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacob Daniel Kuebler is a registered financial advisor based in SAVOY, Illinois, affiliated with BLUESTEM FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BLUESTEM FINANCIAL ADVISORS, LLC
BLUESTEM FINANCIAL ADVISORS, LLC
AUM
$279M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at BLUESTEM FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Hourly charges
Subscription fees
Other: PERCENTAGE OF NET WORTH
Regulatory
SEC/IARD CRD# 5797905
Firm CRD# 158418
View on FINRA BrokerCheck →

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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

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in IllinoisNational Fee Analysis
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