Buswell Associates, Inc.

Buswell Associates, Inc. (CRD# 112713) is a financial advisory firm headquartered in , . They manage $26,571,579 in 41 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $648,087
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Buswell Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Roger J. Buswell
CRD#: 1036566
Castle Rock, CO

Buswell Associates, Inc.
Buswell Associates, Inc. (BAI) is a full-service financial advisory firm that provides guidance, products and money management services to clients of all walks of life using a comprehensive suite of customized planning systems. BAI is a Registered Investment Advisory firm (RIA) and an independent life and health insurance agency. The registered service mark for the company is “America’s Prosperity Whisperer®”.

 

Experience
Roger Buswell comes from a long line of financial professionals and has been in the financial services field his entire adult life. He started out as a college intern in the life and health insurance business in 1976. After graduation from college, he moved to the Denver Metro area to become Regional Manager for a group health insurance company. Roger returned to his own financial services practice in 1981. Since then, his career has evolved and adapted as the industry has changed, gaining new expertise and learning advanced planning methods throughout the journey. He has endeavored to always be at the cutting edge of the money business. Roger founded Buswell Associates, Inc. (BAI) in June of 1995.

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