CRD: 123252
Buena Vista Investment Management LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2002
- Office Locations
- 1
Office Locations
About Buena Vista Investment Management LLC
Buena Vista Investment Management is a Wisconsin Rapids, WI RIA providing retirement planning, wealth management, and estate strategy. The firm builds risk-managed portfolios aligned to client goals, time horizon, and risk tolerance, serving retirees/pre-retirees, working professionals, and small business owners. Portfolios commonly use ETFs alongside investment-grade and U.S. government bonds, with custody including Charles Schwab.
Reported data analysis
What the numbers show
Between March 16, 2011 and May 16, 2012, reported AUM increased 13.5%, from $52.0M to $59.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 77 clients, or 77 clients per representative. That equates to $334.4K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on February 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Platform
- Services
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Owner & Executives
TODD MICHAEL COUR
Partner
- CRD
- #4423552
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,745,267 | $347,059 |
| Non-Discretionary | $0 | -- |
| Total | $25,745,267 | $347,059 |
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Separately Managed Accounts
SMA allocation detail is available
Buena Vista Investment Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.