Bpu Investment Management, Inc.

Bpu Investment Management, Inc. (CRD# 17058) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $698,732,031 in 1,792 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    699
    MILLION
  • Total Number of Accounts
    1,792
    ACCOUNTS
  • Average Account Value
    $389,917
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, KY, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Bpu Investment Management, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Paul J. Brahim
CRD#: 1518079
One Oxford Centre, Suite 3300, Pittsburgh, PA 15219
96
Wealthminder
score

Paul Brahim (CRD# 1518079) is an Investment Advisor Representative working at Bpu Investment Management, Inc. in Pittsburgh, PA and has over 31 years of experience in the finance industry. Paul Brahim 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.

2
Rebecca L. Haugh
CRD#: 5067082
One Oxford Centre, Suite 3300, Pittsburgh, PA 15219
96
Wealthminder
score

Rebecca Haugh (CRD# 5067082) is an Investment Advisor Representative working at Bpu Investment Management, Inc. in Pittsburgh, PA and has over 10 years of experience in the finance industry. Rebecca Haugh 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.

3
Robert J. Standish
CRD#: 4036002
One Oxford Centre, Suite 3300, Pittsburgh, PA 15219
96
Wealthminder
score

Robert Standish (CRD# 4036002) is an Investment Advisor Representative working at Bpu Investment Management, Inc. in Pittsburgh, PA and has over 17 years of experience in the finance industry. Robert Standish 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.

4
John D. Baker
CRD#: 704511
45 East Main Street, Uniontown, PA 15401
93
Wealthminder
score

John Baker (CRD# 704511) is an Investment Advisor Representative working at Bpu Investment Management, Inc. in Uniontown, PA and has over 24 years of experience in the finance industry.

5
Jason P. Brahim
CRD#: 5033167
One Oxford Centre, Suite 3300, Pittsburgh, PA 15219
93
Wealthminder
score

Jason Brahim (CRD# 5033167) is an Investment Advisor Representative working at Bpu Investment Management, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry.

6
Anita M. Buerkle
CRD#: 2148313
132 S. Main Street, Greensburg, PA 15601
93
Wealthminder
score

Anita Buerkle (CRD# 2148313) is an Investment Advisor Representative working at Bpu Investment Management, Inc. in Greensburg, PA and has over 26 years of experience in the finance industry.

7
William L. Bush
CRD#: 36968
45 East Main Street, Uniontown, PA 15401
93
Wealthminder
score

William Bush (CRD# 36968) is an Investment Advisor Representative working at Bpu Investment Management, Inc. in Uniontown, PA and has over 35 years of experience in the finance industry.

8
Daniel R. Dunlap
CRD#: 5276291
132 S. Main Street, Greensburg, PA 15601
93
Wealthminder
score

Daniel Dunlap (CRD# 5276291) is an Investment Advisor Representative working at Bpu Investment Management, Inc. in Greensburg, PA and has over 10 years of experience in the finance industry.

9
Denice M. Ferranti-Robinson
CRD#: 2241669
45 East Main Street, Uniontown, PA 15401
93
Wealthminder
score

Denice Ferranti-Robinson (CRD# 2241669) is an Investment Advisor Representative working at Bpu Investment Management, Inc. in Uniontown, PA and has over 25 years of experience in the finance industry.

10
Michael L. Fetterolf
CRD#: 3094137
One Oxford Centre, Suite 3300, Pittsburgh, PA 15219
93
Wealthminder
score

Michael Fetterolf (CRD# 3094137) is an Investment Advisor Representative working at Bpu Investment Management, Inc. in Pittsburgh, PA and has over 19 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.