Kuettner Financial Services Llc

Kuettner Financial Services LLC is a financial planner in Oshkosh, Wisconsin, serving individuals, families, and small businesses with personalized financial planning and wealth management services. The firm offers tailored strategies in retirement planning, investment management, estate planning, college savings, tax planning, and insurance solutions including life, disability income, and long-term care coverage. With a 5.00 rating and a strong reputation for client trust, the company emphasizes integrity, honesty, and long-term financial stability. Founded by Cindy Kuettner, the firm operates with a focus on disciplined investing and client education, supported by LPL Financial, a nationally recognized financial services provider.

Cindy Kuettner, the founder and lead advisor, brings over a decade of experience in guiding clients through life transitions with customized financial strategies. She holds FINRA Series 7 and 66 registrations and specializes in helping clients achieve financial independence through retirement planning, 529 plans, IRAs, brokerage accounts, and estate strategies. Her approach centers on clear communication, organizational excellence, and empowering clients to understand their financial journey. Kuettner Financial Services operates as an independent firm within the LPL Financial network, allowing for flexible, client-focused recommendations without product constraints.

Located at 509 S Washburn St in Oshkosh, the firm sits just a short walk from key local institutions, including Fire Station 16, the FedEx Ship Center, and the clinics of Addiction Medical Solutions and Fox Valley Hematology & Oncology. It is also situated near Witzel Avenue and West 9th Avenue, placing it within a well-connected, accessible part of the city’s central corridor.

The firm is known for its client-centric values and consistent service, reflected in its perfect 5.00 rating and strong local reputation. With a focus on long-term financial fitness and personalized guidance, Kuettner Financial Services stands as a trusted resource in Oshkosh’s financial community.