Shayne
Kuebler
The Retirement Group, LLC
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About this Advisor
Shayne Kuebler is a financial advisor who works in Hayden, Idaho with 12 years of industry experience. Kuebler is currently employed by The Retirement Group, LLC. Over the course of their career, Kuebler has held roles at Fsc Securities and The Retirement Group, LLC. Kuebler has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in Idaho, Illinois, South Dakota, Utah and Washington. The Retirement Group, LLC is an advisory business that has its headquarters in San Diego, CA. The company has offices in 11 locations and a total of 30 employees. It oversees $437 million in assets under management across its 1,651 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 1,651 accounts, just 5% are held by high-net-worth clients who have greater than $1 million in investable assets. The Retirement Group, LLC offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice typically depend on which services the firm provides the client. Fee types charged by The Retirement Group, LLC likely include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Retirement Group, LLC Brokerage Details
$437,414,376
30
1,651
$264,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Shayne Kuebler Work History
Shayne has been registered as a financial advisor for 12 years.*
Fsc Securities
The Retirement Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shayne Kuebler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Retirement Group, LLC
San Diego, CA
Lewisville, NC
Hayden, ID
Austin, TX
Colleyville, TX
Houston, TX
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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