# Kusske Financial

Kusske Financial is an Asset Manager based in Minneapolis, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Minneapolis, United States
- **Region:** North America
- **Address:** Minneapolis, MN, United States
- **Assets under management:** Undisclosed
- **Website:** kusskefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/bskusske

## Regulatory record

- **CRD number:** 299967
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299967

## About

Kusske Financial is a firm of Certified Financial Planners in Burnsville, MN. Kusske has helped clients seek financial independence for over 40 years. Its team of Certified Financial Planners and registered representatives provides customized financial programs. Services include tax planning, long-term care and life insurance, retirement planning, education funding, investment planning, and estate planning.

## Sectors

- Wealth Management
- Financial Services

## People

- Steven L. Kusske — President

## Questions

### Who makes investment decisions at Kusske Financial?

Steven L. Kusske, as President and sole control person, retains all investment discretion. The firm's regulatory filings list no other investment committee members or portfolio managers, making it a single-decision-maker practice.

### Does Kusske Financial participate in private equity or venture capital commitments?

No. The firm's regulatory disclosures and the absence of any private-fund sponsorship indicate it does not participate in private equity, venture capital, or direct real estate deal-making. The investment posture is entirely within publicly traded securities.

### What is Kusske Financial's known posture on co-investments alongside external GPs?

The firm has no known co-investment activity. Its exempt reporting adviser status and the lack of any private fund vehicles suggest the practice does not structure or participate in GP-led co-investments, club deals, or syndicated private transactions.

### What regulatory threshold does Kusske Financial operate under?

Kusske Financial files as an exempt reporting adviser with the SEC, a designation that corresponds to regulatory assets under management below $100 million and generally fewer than 15 advisory clients. This places the firm in the category of small, closely held RIAs rather than institutional-scale managers.

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Last updated: 2026-08-11T15:07:12.582Z

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