Jacob Kuebler
Bluestem Financial Advisors · Savoy, Illinois
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Bluestem Financial Advisors |
|---|---|
| Based in | Savoy, Illinois |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $358.2M across 1,010 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 5797905 |
| Exams passed | Series 65 (2010) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.jacobkuebler.com |
| Profile |
How Jacob's firm compares
- Bluestem Financial Advisors's average account is about $355,000, from its Form ADV (assets managed divided by 1,010 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Bluestem Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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