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).
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Total Assets Under Management300MILLION
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Total Number of Accounts1,979ACCOUNTS
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Average Account Value$151,524
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, HI, NC, NM, NV, NY, OR, SC, TX, UT, WA, WI
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.
Katie Buck (CRD# 4884942) 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.
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.
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.
Brandi-ayn Kamano (CRD# 6965555) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Denver, CO and has over 5 years of experience in the finance industry.
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.
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.
Brandon Thurgood (CRD# 6933866) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Rio Rancho, NM and has over 6 years of experience in the finance industry.
Lynn Thurgood (CRD# 2721398) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Denver, CO and has over 28 years of experience in the finance industry.
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.