Kuettner Financial Services, LLC founder, Cynthia Kuettner, has been helping clients pursue their financial goals for more than a decade. Ms. Kuettner’s focus has been providing highly personalized advice and wealth management services, for clients from all walks of life; individuals, families as well as small businesses, by helping them to improve their lives and follow their dreams. Her message is a simple,but valuable one: with time and disciplined investment, people can work toward financial independence. She has advised clients on all aspects of family wealth management, including education savings accounts (ESAs), 529 plans, retirement planning, money management and intergenerational transfers.
While operating and offering financial advice through LPL Financial as an independent financial services professional, Cynthia has the freedom to choose strategies, services and products that work best for each client. Cynthia continues to use her knowledge and experience in the financial services industry in developing rewarding relationships with her clientele and assists them in addressing their specific financial goals. She believes the key ingredients to continued success are honesty and organization.
Cynthia is very passionate about the guidance she gives her clients and excels at ensuring that they fully comprehend the entire process of working toward their financial goals.
Through LPL Financial, Cynthia, currently holds FINRA series 7,31, and 66 securities registrations and holds Wisconsin Life, Health and Variable Insurance Contract licenses. Cynthia has been securities registered for over 10 years.
Cynthia has lived in Oshkosh for 25 years and currently enjoys a busy life with her husband, Matt, and their three children, Thomas, Austin and Kaytlin
Kuettner Financial Services, LLC's independence is powered by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.
*As reported by Financial Planning magazine, 1996-2015, based on total revenue.