Brett Kusske is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Burnsville, MN, with 18 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
11980 Portland Ave. S, Burnsville, MN, 55337
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brett is an investment advisor representative for Gallagher Fiduciary Advisors LLC and a MN insurance agent offering fixed insurance products, spending about a quarter of his time on these activities. He is also a partner at KB Accounting and Tax LLP, president of Kusske Financial Inc, and a shareholder in MKBK Properties, a commercial building ownership structure.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Kusske Financial, INC.
Previous Registrations
Triad Advisors LLCBroker
Independent Financial Group, LLC
Kusske Financial Management, INC.
F3logic, LLC
Independent Financial Group, LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Aig Financial Advisors, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.