Busbee Wealth Advisors LLC

Busbee Wealth Advisors LLC (CRD# 305784) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $34,074,307 in 180 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1918 St. Andrews Ct. Ne, Cedar Rapids, IA 52402
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $189,302
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
  • 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.

IA

Financial Advisors at Busbee Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Busbee, financial advisor Cedar Rapids IA
Jeffrey C. Busbee
CRD#: 1515579
1918 St. Andrews Ct. Ne, Cedar Rapids, IA 52402

Jeffrey Busbee (CRD# 1515579) is an Investment Advisor Representative working at Busbee Wealth Advisors LLC in Cedar Rapids, IA and has over 37 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals