Roger Buswell, financial advisor Castle Rock CO

Roger Buswell

CRD Number: 1036566
Current Firm: Buswell Associates, Inc.
Compensation Model: Fee Only

Buswell Associates, Inc.
Buswell Associates, Inc. (BAI) is a full-service financial advisory firm that provides guidance, products and money management services to clients of all walks of life using a comprehensive suite of customized planning systems. BAI is a Registered Investment Advisory firm (RIA) and an independent life and health insurance agency. The registered service mark for the company is “America’s Prosperity Whisperer®”.

 

Experience
Roger Buswell comes from a long line of financial professionals and has been in the financial services field his entire adult life. He started out as a college intern in the life and health insurance business in 1976. After graduation from college, he moved to the Denver Metro area to become Regional Manager for a group health insurance company. Roger returned to his own financial services practice in 1981. Since then, his career has evolved and adapted as the industry has changed, gaining new expertise and learning advanced planning methods throughout the journey. He has endeavored to always be at the cutting edge of the money business. Roger founded Buswell Associates, Inc. (BAI) in June of 1995.

CONTACT
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Professional Designations
Company Name Location Dates Years
Buswell Associates, Inc. Castle Rock, CO Jun 1995 - Current 28
Guardian Life Insurance Company New York, NY Mar 1983 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
Contact Info for Roger J. Buswell
Phone Number: 303-660-6199
Advisor Website: https://www.rogerbuswell.com
Registered State(s):
  • CO
  • TX
Current Firm Details
Buswell Associates, Inc.
Firm's CRD Number: 112713
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $648,087
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

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