Timothy Lee
Bluestem Financial Advisors · Savoy, Illinois
Timothy Lee is a fee-only financial advisor at Bluestem Financial Advisors in Savoy, Illinois, who holds the CFP credential. Timothy 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 8080867 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.jacobkuebler.com |
How Timothy'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 Timothy
Is Timothy Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?
Timothy charges an ongoing planning fee.
Where is Timothy Lee based?
Timothy Lee is based in Savoy, Illinois.
What does Timothy specialize in?
Timothy's specialties include student loans, retirement planning and tax planning. Timothy works with retirees and pre-retirees.
What credentials does Timothy Lee hold?
Timothy Lee holds the CFP credential.
Is Timothy Lee registered with the SEC?
Yes. Timothy Lee is registered as an investment adviser representative in IL (CRD 8080867), 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 Timothy Lee?
Through Timothy'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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