Brett Kusske

Current Employers

Employment History

• 10/2007 → 10/2018
  Kusske Financial Management, Inc.
  Burnsville, MN
• 02/2008 → 10/2017
  National Planning Corporation
  Burnsville, MN
• 09/2017 → 08/2023
  Independent Financial Group, Llc
  Burnsville, MN
• 10/2017 → 05/2023
  F3Logic, Llc
  Burnsville, MN
• 10/2018 → Present
  Kusske Financial, Inc
  Burnsville, MN
• 06/2023 → Present
  Gallagher Fiduciary Advisors, Llc
  Burnsville, MN
• 07/2023 → Present
  Gallagher Fiduciary Advisors, Llc
  Burnsville, MN
• 08/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Burnsville, MN

Previous Registrations

• 2017-11-01 → 2023-05-19
  F3Logic, Llc
  Burnsville, MN
  Burnsville, MN
• 2019-05-07 → 2022-01-19
  Independent Financial Group, Llc
  Burnsville, MN
  Burnsville, MN
  San Diego, CA
• 2018-01-19 → 2018-12-27
  Kusske Financial Management, Inc.
  Burnsville, MN
• 2012-07-13 → 2017-11-06
  National Planning Corporation
  Burnsville, MN

Other Businesses

1) Gallagher Fiduciary Advisor; investment related;11980 Portland Ave S, Burnsville, MN 55337;RIA;IAR;7/11/2023;64 hrs/month;64 hrs during trading; investment advisor representative of Gallagher Fiduciary Advisors LLC 2)Insurance; investment related;11980 Portland Ave S, Burnsville, MN 55337; insurance outside of Triad; agent;8/7/2023;8 hrs/month;8 hrs during trading; MN insurance agent offering various types of fixed insurance 3)KB Accounting and Tax LLP ;not investment related;11980 Portland Ave South Burnsville, MN 55337; artnership;partner;1/1/2021;5 hrs/month;5 hrs during trading; oversee tax business books, bookkeeping duties 4)Kusske Financial Inc investment related;11980 Portland Ave South Burnsville, MN 55337;corporation;president;10/1/2018;20 hrs/month;20 hrs during trading; provide advice and financial plans to clients 5)MKBK Properties; investment related;11980 Portland Ave South,Burnsville ,MN 55337;partnership;shareholder;10/1/2020;1 hr/month;1 hr during trading; commercial building ownership structure for rental purposes 2) KB ACCOUNTING AND TAX POSITION: Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2021 ADDRESS: 11980 Portland Ave S, Burnsville MN 55337, United States DESCRIPTION: I'm a partner in the tax business. I help oversee the overall business. 3) MKBK PROPERTIES POSITION: Shareholder NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2020 ADDRESS: 11980 Portland Ave S, Burnsville MN 55337, United States DESCRIPTION: commercial building ownership structure for rental purposes

Exams

• S66 Uniform Combined State Law Examination
  2008-11-25

Designations