Brett Kusske

President Certified Financial Planner ®

Brett enjoys developing financial plans for individuals and families that take the emotion out of investing.  Using the best practices as a Certified Financial Planner™, he objectively helps clients define their goals and objectives and designs a strategy to address them. 

Clients know Brett as an avid sportsman who enjoys hunting and fishing and has a strong commitment to volunteering to coach young hockey players.  When he's not doing any of those things, he enjoys traveling with his wife Kristi and spending time with their daughter.  His personal interests help him understand the importance of work-life balance.  In addition to developing personal financial plans for families and individuals, he researches and designs model portfolios to accomplish clients' aspirations of retirement, legacy or college funding.  His areas of expertise include PERA and TRA pension plans, NUA and small group retirement plans.

Brett was affiliated with Kusske Financial Management Inc in 2007 and became President of Kusske Financial, Inc. in 2018. He has a degree in business management with a concentration in finance from St. John's University in Collegeville, Minnesota and earned the Certified Financial Planner™ (CFP®) designation in 2010 from the College of Financial Planning. 

As a regular public speaker, Brett presents educational workshops on basic financial concepts and retirement planning.

Series 7 and 66 Securities Registrations

MN Insurance License 40141332

Schedule an Appointment with me today

 

 
Phone 952-895-6963
Fax 952-895-0718