Joshua Cutler
Bluestem Financial Advisors · Savoy, Illinois
Joshua Cutler is a fee-only financial advisor at Bluestem Financial Advisors in Savoy, Illinois, who holds the CFP credential. Joshua 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, TX · CRD 5815169 |
| Exams passed | Series 66 (2011) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.jacobkuebler.com |
| Profile |
How Joshua'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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Tell Joshua a little about what you're looking for. Joshua isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joshua
Is Joshua Cutler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?
Joshua charges an ongoing planning fee.
Where is Joshua Cutler based?
Joshua Cutler is based in Savoy, Illinois.
What does Joshua specialize in?
Joshua's specialties include student loans, retirement planning and tax planning. Joshua works with retirees and pre-retirees.
What credentials does Joshua Cutler hold?
Joshua Cutler holds the CFP credential.
Is Joshua Cutler registered with the SEC?
Yes. Joshua Cutler is registered as an investment adviser representative in IL and TX (CRD 5815169), 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 Joshua Cutler?
Through Joshua'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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