Our Qualifications

We have been working with individuals and businesses in the area for the past twenty plus years.

Richard W. Kubis is founder and President of Kubis Financial Group  He has extensive experience in asset management including atlernative investments and retirement planning expertise.  Richard holds the Accredited Asset Management Specialist degree from the College for Financial Planning.  Richard holds a Series 7: FINRA General Securities Representative, Series 63 NSSAA Uniform Securities Agent State Law Examination, and Series 66: NASAA Uniform Investment Adviser Law Examination liceneses.  Wisconsin Health and Insurance license.  Additional professional credentials include: Registered Representative with Cambridge Investment Research, Inc., and Investment Advisor Representative with Cambridge Investment Research Advisors Inc., a Registered Investment Adviser.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.  We operate as a fiduciary and we have an obligation to act in your best interest at all times.

We’re looking forward to using our expertise to help you pursue your financial goals.