MK
Mary B. Kusske
GALLAGHER FIDUCIARY ADVISORS
Burnsville, MN 55337
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CRD#: 1493905
MK
Professional summary
Mary Barbara Kusske, CFP®, who also goes by Mary B Rutten, Mary B Rutter, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Burnsville, Minnesota and OSAIC WEALTH, INC. located in Burnsville, Minnesota.
Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Mary has worked at 13 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mary B Rutten | Mary B Rutter
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Gallagher Fiduciary Advisors; Investment related: yes; 2850 Golf Road, Rolling Meadows, IL; Nature or Structure of Business: corporation; Position: Advisor; Start date: 05/01/2023; hours per month: 96; securities trading hours 96; Duties: Work with clients on their financial issues 2) Insurance Agent; Investment related: yes; 11980 Portland Ave South, Burnsville, MN 55337; Nature or Structure of Business: Maintain MN and other state insurance licenses to sell and service variable annuities, long ter care insurance, and other life insurance policies; Position: Agent; Start date: 06/19/1991; hours per month: 2; securities trading hours 2; Duties: Research and provide long term care or life insurance policies as needed. License is required to sell and service variable annuity contracts 3) Kusske Financial Asset Management, Inc.; Investment related: yes; 11980 Portland Ave South, Burnsville, MN 55337; Nature or Structure of Business: Business Entity for Tax/Investment Purposes & DBA held out to the public.; Position: Owner & Financial Professional; Start date: 10/01/2022; hours per month: 24; securities trading hours 24; Duties: business entity pass through for 20% ownership in F3 Logic. Als using as DBA holding out to public to market securities 4) MKBK Properties LLP; Investment related: yes; 11980 Portland Ave South, Burnsville, MN 55337; Nature or Structure of Business: Real Estate Sales/ Rental Properties/ Propery Management; Position: office/director; Start date: 09/01/2019; hours per month: 10; securities trading hours 0; Duties: 90% owner of MKBK Properties LLP. A partnership which owns a commercial office building since 2019. Investment related. 1% time spent. Business conducted ad address of record.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Barbara Kusske's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
September 6, 2023 - Present
GALLAGHER FIDUCIARY ADVISORS, LLC
Office #1: 11980 Portland Avenue South, Burnsville, MN 55337RIA
CRD#: 146509
Burnsville, MN
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 11980 Portland Avenue South, Burnsville, MN 55337RIA
BD
CRD#: 23131
Burnsville, MN
Past
August 8, 2023 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Burnsville, MN
Past
January 16, 2020 - August 28, 2023
KUSSKE FINANCIAL, INC.
RIA
CRD#: 299967
Burnsville, MN
Past
January 19, 2018 - December 27, 2018
KUSSKE FINANCIAL MANAGEMENT, INC.
RIA
CRD#: 115303
Burnsville, MN
Past
November 1, 2017 - May 19, 2023
F3LOGIC, LLC
RIA
CRD#: 289863
Burnsville, MN
Past
October 31, 2017 - August 7, 2023
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
Burnsville, MN
Past
April 21, 2010 - November 6, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
BURNSVILLE, MN
Past
February 1, 2008 - November 6, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
BURNSVILLE, MN
Past
October 31, 2005 - February 11, 2008
OSAIC SERVICES, INC.
BD
CRD#: 133763
BURNSVILLE, MN
Past
May 19, 1992 - October 31, 2005
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
May 1, 1990 - May 19, 1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BD
CRD#: 5774
Past
September 1, 1989 - May 18, 1990
JOHN G. KINNARD AND COMPANY, INCORPORATED
BD
CRD#: 466
MINNEAPOLIS, MN
Past
April 25, 1986 - September 7, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA
CRD#: 146509 / SEC#: 801-68868
RIA
Registered Investment Advisory firm - (3/17/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/23/2024)
RR
California(8/23/2024)
RR
Colorado(8/23/2024)
RR
Florida(8/23/2024)
RR
Hawaii(8/23/2024)
RR
Idaho(8/23/2024)
RR
Illinois(8/23/2024)
RR
Indiana(8/23/2024)
RR
Iowa(8/23/2024)
RR
Kentucky(8/23/2024)
IAR
Minnesota(9/6/2023)
RR
Minnesota(8/23/2024)
RR
New Hampshire(8/23/2024)
RR
New Mexico(8/23/2024)
RR
New York(8/23/2024)
RR
North Carolina(8/23/2024)
RR
South Carolina(8/23/2024)
RR
South Dakota(8/23/2024)
RR
Wisconsin(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA
CRD#: 146509 / SEC#: 801-68868
RIA
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Contact information
Main Address
2850 Golf Road, Rolling Meadows, IL 60008
Mailing Address
Phone number
(212) 330-1011
Established
Firm type
Fiscal year end
# of Employees
221
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,754 |
| AUM (Assets Under Management) | $ 180,614,282,519 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
