Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Barbara Kusske is a financial advisor who has been in the industry since 1986. Mary is currently registered with Gallagher Fiduciary Advisors, LLC and has previously worked with a number of other firms including Triad Advisors LLC, Independent Financial Group, LLC, National Planning Corporation and AIG Financial Advisors, Inc. Mary has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. Mary works with a variety of clients, including individuals, families, businesses, and retirement plans. Mary is a Certified Financial Planner and holds licenses to sell and service variable annuities, long term care insurance, and other life insurance policies. Mary's goal is to help clients achieve their financial goals through personalized and comprehensive financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
09/06/2023 - Present
Gallagher Fiduciary Advisors, LLC (Burnsville MN)
MN
08/08/2023 - 08/23/2024
TRIAD ADVISORS LLC (Burnsville MN)
MN
10/31/2017 - 08/07/2023
INDEPENDENT FINANCIAL GROUP, LLC (Burnsville MN)
MN
02/01/2008 - 11/06/2017
NATIONAL PLANNING CORPORATION (BURNSVILLE MN)
MN
10/31/2005 - 02/11/2008
AIG FINANCIAL ADVISORS, INC. (BURNSVILLE MN)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
05/01/1990 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
MN
09/01/1989 - 05/18/1990
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
NA
04/25/1986 - 09/07/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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