$42.7M Total AUM
$42.7M Disc. AUM
-- 3Y CAGR
1 Employees
229 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison
- Established Date
- 07-06-1990
- Office Locations
- 1
Office Locations
221 West Harvey Suite 108 Wellington KS
About Buellesfeld Financial Services, Inc.
Buellesfeld Financial Services, Inc. is a Wellington, KS advisory practice led by J.P. Buellesfeld, combining investment guidance with federal and state income tax return preparation (personal through corporate, fiduciary, and partnership). Investment advice includes ETFs, mutual funds, and individual stocks. Custodies through Charles Schwab.
Team overview
58 AVG AGE
$42.7M AVG AUM / ADVISOR
$186.6K AVG AUM / CLIENT
35.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Summit Value Harbor Focus Pioneer
Investment Themes
Peak oak Harbor
Investment Vehicles
Capital
Services
Zenith Catalyst Legacy Horizon
Technology
Zenith
Owner & Executives
J
JOHN PATRICK BUELLESFELD
President
- CRD
- #1980375
- Ownership
- 75% or more
(863) 665-3481
catalyst.legacy@meridiancapital.com
in linkedin.com/in/bridge-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,732,803 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,732,803 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,732,803
Cash:
20.1% Equity - Exchange:
79.9% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $727,370,984 | 20.1% |
| Equity - Exchange | $2,891,390,132 | 79.9% |
| Total | $3,618,761,116 | 100.0% |