Jacob D. Kuebler
BLUESTEM FINANCIAL ADVISORS
SAVOY, IL 61874
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CRD#: 5797905
Professional summary
Jacob Daniel Kuebler, CFP® is a registered financial advisor currently at BLUESTEM FINANCIAL ADVISORS, LLC located in Savoy, Illinois.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jacob has worked at 2 firms and has passed the Series 65 exam.
Biography
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Question & Answer
What are your service offerings?
Retirement Planning
Education Planning
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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.
Part time Lecturer at the University of Illinois at Urbana-Champaign, start date 08/2016, not investment related, approximately 20 hrs. per month during non-trading hours ---- Manager of ViviLu, LLC, 404 Silver Lake Court / Savoy, IL 61874, start date 01/2022, VivuLu, LLC owns and leases commercial office space, approximately 4 hrs. per month is spent on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Daniel Kuebler'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: 2011
Experience
Current
August 12, 2011 - Present
BLUESTEM FINANCIAL ADVISORS, LLC
Office #1: 1809 Woodfield Drive Suite A, Savoy, IL 61874RIA
CRD#: 158418
SAVOY, IL
Past
June 14, 2010 - December 31, 2011
FOLK FINANCIAL PLANNING
RIA
CRD#: 123394
CHAMPAIGN, IL
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".
BLUESTEM FINANCIAL ADVISORS, LLC
BLUESTEM FINANCIAL ADVISORS, LLC
CRD#: 158418 / SEC#: 801-116798
RIA
Registered Investment Advisory firm - (6/13/2019 Approved)Illinois
Registered Investment Advisory firm - (7/8/2019 Terminated)Texas
Registered Investment Advisory firm - (1/27/2020 Terminated)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.Highlighted states indicate IAR registrations
IAR
Illinois(8/12/2011)
Current Firm
BLUESTEM FINANCIAL ADVISORS, LLC
BLUESTEM FINANCIAL ADVISORS, LLC
CRD#: 158418 / SEC#: 801-116798
RIA
Registered Investment Advisory firm - (6/13/2019 Approved)Illinois
Registered Investment Advisory firm - (7/8/2019 Terminated)Texas
Registered Investment Advisory firm - (1/27/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1809 Woodfield Drive Suite A, Savoy, IL 61874
Mailing Address
Phone number
(217) 352-0000
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 957 |
| AUM (Assets Under Management) | $ 325,455,251 |
Red Flags
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