Kuzma Financial Services

When it comes to your financial future, knowledge is the critical first step.

Upcoming Events

Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at absolutely no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

We invite all clients, referrals and visitors to attend our events.  Please take the opportunity at these events to request a private consultation scheduled at your convenience.

Upcoming Events:


Social Security Timing Workshops

Wednesday October 23
6:30 PM
Charles H. Gere Library
2400 S. 56th Street; Lincoln, NE 68506

Thursday October 24
6:30 PM
Charles H. Gere Library
2400 S. 56th Street; Lincoln, NE 68506

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Please note you may be offered investment and/or insurance products for sale.


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Kuzma Financial Services is a branch office of Capital Markets, IQ, LLC, a SEC-registered investment advisor. The branch office is supervised by CMIQ compliance personnel and is not an independent division with separate supervisory and oversight structures.