Jacob Daniel Kuebler

Employer firm

Bluestem Financial Advisors, LLC CRD 158418

$358M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX PREPARATION FOR ADVISORY CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → Present
  Bluestem Financial Advisors, Llc
  Champaign, IL

Previous Registrations

• 2010-06-14 → 2011-12-31
  Folk Financial Planning

Other Businesses

Part time Lecturer at the University of Illinois at Urbana-Champaign, start date 08/2016, not investment related, approximately 20 hrs. per month during non-trading hours ---- Manager of ViviLu, LLC, 404 Silver Lake Court / Savoy, IL 61874, start date 01/2022, VivuLu, LLC owns and leases commercial office space, approximately 4 hrs. per month is spent on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-11

Designations

• Certified Financial Planner