Buena Vista Investment Management LLC

Buena Vista Investment Management LLC (CRD# 123252) is a financial advisory firm headquartered in Wisconsin Rapids, WI. They manage $32,954,120 in 194 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
478 East Grand Ave, Suite 202, Wisconsin Rapids, WI 54494
http://www.buenavistainv.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $169,867
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Buena Vista Investment Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter Brey, financial advisor Wisconsin Rapids WI
Peter W. Brey
CRD#: 1017881
478 East Grand Ave, Suite 202, Wisconsin Rapids, WI 54494

Peter Brey (CRD# 1017881) is an Investment Advisor Representative working at Buena Vista Investment Management LLC in Wisconsin Rapids, WI and has over 42 years of experience in the finance industry.

2
Todd Cour, financial advisor Wisconsin Rapids WI
Todd M. Cour
CRD#: 4423552
478 East Grand Ave, Suite 202, Wisconsin Rapids, WI 54494

Todd Cour (CRD# 4423552) 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.

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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