Buck Wealth Strategies, LLC

Buck Wealth Strategies, LLC (CRD# 322138) is a financial advisory firm headquartered in Denver, CO. They manage $299,865,422 in 1,979 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
4600 S. Syracuse Street, Suite 650, Denver, CO 80237
https://www.linkedin.com/company/ea-buck/mycompany
By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    1,979
    ACCOUNTS
  • Average Account Value
    $151,524
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, NC, NM, NV, NY, OR, SC, TX, UT, WA, WI

Financial Advisors at Buck Wealth Strategies, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Jeffrey Buck, financial advisor Honolulu HI
Jeffrey D. Buck
CRD#: 4884887
55 Merchant Street, Suite 2100, Honolulu, HI 96813

Jeffrey Buck (CRD# 4884887) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Honolulu, HI and has over 19 years of experience in the finance industry.

2
Katie Buck, financial advisor Denver CO
Katie C. Buck
CRD#: 4884942
4600 S. Syracuse Street, Suite 650, Denver, CO 80237

Katie Buck (CRD# 4884942) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Denver, CO and has over 19 years of experience in the finance industry.

3
Lorin Chun, financial advisor Denver CO
Lorin T. Chun
CRD#: 1103114
4600 S. Syracuse Street, Suite 650, Denver, CO 80237

Lorin Chun (CRD# 1103114) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Denver, CO and has over 27 years of experience in the finance industry.

4
Sean Hite, financial advisor Denver CO
Sean J. Hite
CRD#: 6315086
4600 S. Syracuse Street, Suite 650, Denver, CO 80237

Sean Hite (CRD# 6315086) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Denver, CO and has over 9 years of experience in the finance industry.

5
Brandi-ayn Kamano, financial advisor Honolulu HI
Brandi-ayn S. Kamano
CRD#: 6965555
55 Merchant Street, Suite 2100, Honolulu, HI 96815

Brandi-ayn Kamano (CRD# 6965555) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Honolulu, HI and has over 5 years of experience in the finance industry.

6
Bradley Leveque, financial advisor Bellevue WA
Bradley J. Leveque
CRD#: 1331091
11120 Ne 2nd Street, Suite 110, Bellevue, WA 98004

Bradley Leveque (CRD# 1331091) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Bellevue, WA and has over 39 years of experience in the finance industry.

7
Thomas Niver, financial advisor Denver CO
Thomas Niver
CRD#: 348480
4600 S. Syracuse Street, Suite 650, Denver, CO 80237

Thomas Niver (CRD# 348480) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Denver, CO and has over 37 years of experience in the finance industry.

8
Brandon Thurgood, financial advisor Denver CO
Brandon A. Thurgood
CRD#: 6933866
4600 S. Syracuse Street, Suite 650, Denver, CO 80237

Brandon Thurgood (CRD# 6933866) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Denver, CO and has over 6 years of experience in the finance industry.

9
Lynn Thurgood, financial advisor Denver CO
Lynn B. Thurgood
CRD#: 2721398
4600 S. Syracuse Street, Suite 650, Denver, CO 80237

Lynn Thurgood (CRD# 2721398) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Denver, CO and has over 27 years of experience in the finance industry.

10
Scott Tusa, financial advisor Denver CO
Scott M. Tusa
CRD#: 5653355
4600 S. Syracuse Street, Suite 650, Denver, CO 80237

Scott Tusa (CRD# 5653355) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Denver, CO and has over 12 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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