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AXA Advisors, LLC.

Kevin Kuebler, CPA



AXA Advisors and its representatives do not offer tax or legal advice.  Please contact your tax and/or legal advisors for your particular circumstance.

 Welcome to my web site, I hope you enjoy your visit.


As an AXA Advisors financial professional and an active member in the Bloomington/Normal community, I am dedicated to helping individuals and businesses identify their needs and put a plan in place to work toward their goals and build their financial futures.

My experience and dedication to getting a job done right combine to provide the service you expect from your financial professional. I use my many years of practical business experience to work with you to make intelligent, well planned financial decisions.

To stay on top of my field and continue to develop my professional skills, I regularly attend industry training and seminar programs and am a member of the following professional organizations:

  •  IAIFA – Illinois Association of Insurance & Financial Advisors
     
  • NAIFA - National Association of Insurance & Financial Advisors
     
  •  ICPAs – Illinois Society of CPAs
     
  • AICPA – American Institute of CPAs
     

I received my Bachelor of Science degree in Accounting from Truman State University in Kirksville, Missouri. In addition to earning my CPA certificate, I have completed the curriculum and passed the rigorous exams to earn my Life and Health license, FINRA Series 7 and Series 66 registrations.


My education, experience and professional affiliations have fostered my practical approach to offering financial services to my clients. Before I would recommend any product, I will explore your specific financial goals and investment objectives and get to know your needs and wants. Then, working together, we’ll formulate a strategy to help you work toward your goals and I’ll recommend the appropriate products or services to execute that strategy. And finally, we’ll sit down on a regular basis to review your goals and objectives and make sure our strategy still fits with your objectives.
 

Maintaining a strong sense of family and community and a solid professional foundation are important to me. I am involved in many activities in my community from soccer coach to scout leader to Rotarian to board member.  My wife Bonnie and I live in Bloomington, Illinois with our two children, Adam and Jane.

Newsletters

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

HOT TOPIC: New Year, Higher Taxes?

After the Waterford Crystal ball descends in Times Square on New Year’s Eve, most people will see their taxes ascending for 2011 — at least that’s the current situation. Find out how high they could go.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

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Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Contact Info

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