Buena Vista Investment Management LLC

Buena Vista Investment Management LLC (CRD# 123252) is a financial advisory firm headquartered in Wisconsin Rapids, WI. They manage $74,400,000 in 195 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $381,538
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

FL, IL, MI, WI

Financial Advisors at Buena Vista Investment Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
John L. Moffat
CRD#: 3135347
241 Third Street South, Wisconsin Rapids, WI 54494
93
Wealthminder
score

John Moffat (CRD# 3135347) is an Investment Advisor Representative working at Buena Vista Investment Management LLC in Wisconsin Rapids, WI and has over 18 years of experience in the finance industry.

2
Peter W. Brey
CRD#: 1017881
241 3rd Street South, Wisconsin Rapids, WI 54494
63
Wealthminder
score

Peter Brey (CRD# 1017881) is an Investment Advisor Representative working at Buena Vista Investment Management LLC in Wisconsin Rapids, WI and has over 35 years of experience in the finance industry.

3
Joel E. Sullivan
CRD#: 1949049
Po Box 1206, 241 Third Street S., Wisconsin Rapids, WI 54495
59
Wealthminder
score

Joel Sullivan (CRD# 1949049) is an Investment Advisor Representative working at Buena Vista Investment Management LLC in Wisconsin Rapids, WI and has over 22 years of experience in the finance industry.

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