Mary B. Kusske

Certified Financial Planner ®

Mary specializes in helping retirees and pre-retirees work toward financial independence.  The firm’s guiding philosophy is that education is the foundation of financial success.  She founded Kusske Financial Management, Inc. in 1992.  In 2018 her son Brett Kusske took over the practice under the name of Kusske Financial, Inc.  Mary is well versed in the complicated issues associated with the state of Minnesota’s Public Employee’s Retirement Association (PERA), traditional and Roth IRA’s, and 401(k), 403(b), and 457 deferred compensation plans.

Mary’s personal experiences compel her to insist that everyone has a plan in place to care for themselves and those they love.  She obtained the professional designation of CLTC (Certified in Long-Term Care) from the Corporation for Long Term Care Certification in 2012. 

As a member of Ed Slott’s Master Elite IRA Advisor Group, an exclusive organization of financial advisors, Mary is dedicated to being a leader in the IRA industry.  Master Elite IRA Advisors are equipped with the tools and resources to help their clients sort out the complicated tax laws on IRA’s, Roth IRA’s and required minimum distributions.

Mary is a regular public speaker, offering educational workshops about basic financial concepts and retirement planning. 

Securities Licensed  7, 24, 53 and 63 

MN Insurance License 25218      

Certified Financial Planner ™ Professional

Certified in Long Term Care Planning   https://ltc-cltc.com/ .