Cole Bruner (CRD# 6311944) is an Investment Advisor Representative working at Buska Wealth Management, LLC in Wausau, WI and has over 10 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Namaste Traveling, LLC | Wausau, WI | Dec 2021 - Current | 2 |
Legacy Tax Solutions, LLC | Wausau, WI | Dec 2018 - Current | 5 |
Buska Wealth Management, LLC | Rothschild, WI | Mar 2014 - Current | 10 |
Buska Retirement Solutions | Rothschild, WI | Dec 2007 - Current | 16 |
American Neighborhood Mortgage Acceptance Company | Wausau, WI | Feb 2018 - Oct 2019 | 1 |
Isagenix | Rothschild, WI | Oct 2014 - Dec 2018 | 4 |
Marketplace Home Mortgage | Hobart, WI | Dec 2015 - Jan 2018 | 2 |
Gradient Home Mortgage | Rothschild, WI | Jan 2015 - Oct 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
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Total Assets Under Management268MILLIONS
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Total Number of Accounts2,336ACCOUNTS
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Average Account Value$114,717
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, WI
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