Kathleen Buske, financial advisor Paramus NJ

Kathleen Buske

CRD Number: 1317350
Current Firm: Valley Wealth Managers, Inc.

Kathleen Buske (CRD# 1317350) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Paramus, NJ and has over 38 years of experience in the finance industry. Kathleen Buske 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.

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Professional Designations
Company Name Location Dates Years
Hallmark Capital Management Inc. Paramus, NJ Apr 2016 - Current 7
New Century Asset Management, Inc./ Subisdiary Of Valley Nationa Wayne, NJ Apr 1997 - Apr 2016 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
Contact Info for Kathleen M. Buske
Phone Number: 888-794-7940
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,190
    MILLIONS
  • Total Number of Accounts
    2,096
    ACCOUNTS
  • Average Account Value
    $1,045,058
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AL, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WI

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