Jeffrey Busbee (CRD# 1515579) is an Investment Advisor Representative working at Busbee Wealth Advisors LLC in Cedar Rapids, IA and has over 37 years of experience in the finance industry. Jeffrey Busbee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Busbee Wealth Advisors LLC | Cedar Rapids, IA | Oct 2022 - Current | 1 |
| Busbee Wealth Strategies LLC | Cedar Rapids, IA | Aug 2017 - Current | 6 |
| Minnesota Life Insurance Company | St. Paul, MN | May 1986 - Current | 37 |
| Harbour Investments, Inc. | Madison, WI | Aug 2018 - Oct 2022 | 4 |
| Securian Financial Services, Inc. | West Des Moines, IA | Sep 2002 - Sep 2018 | 16 |
| Securian Financial Services, Inc. | St. Paul, MN | Jan 1991 - Aug 2018 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
- IA
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Total Assets Under Management34MILLIONS
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Total Number of Accounts180ACCOUNTS
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Average Account Value$189,302
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IA
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