# Jacob Kuebler

> Jacob Kuebler is a fee-only financial advisor at Bluestem Financial Advisors in Savoy, Illinois, who holds the CFP credential. Jacob charges an ongoing planning fee and focuses on student loans, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/jacob-kuebler/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bluestem Financial Advisors
- **Based in:** Savoy, Illinois
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $358.2M across 1,010 accounts
- **Credentials:** CFP
- **Specialties:** Student loans, Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5797905 (https://adviserinfo.sec.gov/individual/summary/5797905)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2010)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.jacobkuebler.com

## Frequently asked questions

### Is Jacob Kuebler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Bluestem Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jacob charge for financial advice?

Jacob charges an ongoing planning fee.

### Where is Jacob Kuebler based?

Jacob Kuebler is based in Savoy, Illinois.

### What does Jacob specialize in?

Jacob's specialties include student loans, retirement planning and tax planning. Jacob works with retirees and pre-retirees.

### What credentials does Jacob Kuebler hold?

Jacob Kuebler holds the CFP credential.

### Is Jacob Kuebler registered with the SEC?

Yes. Jacob Kuebler is registered as an investment adviser representative in IL (CRD 5797905), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bluestem Financial Advisors manage?

Bluestem Financial Advisors reports $358.2M across 1,010 accounts in assets under management.

### How do I contact Jacob Kuebler?

Through Jacob's website, www.jacobkuebler.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5797905): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.bluestemfa.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.