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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-15-2014
- Office Locations
- 2
Office Locations
About Buska Wealth Management, LLC
Buska Wealth Management, LLC is a Wisconsin-based RIA serving retail investors, with an emphasis on business owners. The team provides financial and investment planning, ongoing portfolio management, and coordinated tax, estate, retirement-plan, and insurance guidance. Portfolios primarily use mutual funds and ETFs, with flexibility for themes such as socially responsible investing and cryptocurrency. Custody includes Charles Schwab.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
COLE JAMES BRUNER
Chief Compliance Officer
- CRD
- #6311944
- Ownership
- 75% or more
Kailey Elizabeth Berendsen
INVESTMENT ADVISOR REPRESENTATIVE, VICE PRESIDENT
- CRD
- #7810140
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Ryan Scott Connor
Investment Advisor Representative
- CRD
- #6973325
Colton Arlan Kielman
--
- CRD
- #7755819
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $538,727,785 | $152,528 |
| Non-Discretionary | $0 | -- |
| Total | $538,727,785 | $152,528 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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