Anita Buerkle, financial advisor Greensburg PA

Anita Buerkle

CRD Number: 2148313
Current Firm: Wealth Enhancement Advisory Services, LLC

Anita Buerkle (CRD# 2148313) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Greensburg, PA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Group Plymouth, MN Mar 2020 - Current 4
Wealth Enhancement Advisory Services Plymouth, MN Mar 2020 - Current 4
Wealth Enhancement Brokerage Services Plymouth, MN Mar 2020 - Current 4
Lpl Financial Greensburg, PA Feb 2020 - Current 4
Bpu Investment Management, Inc. Pittsburgh, PA Aug 2007 - Feb 2020 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S66 NASAA Uniform Combined State Law Examination May 2004
Contact Info for Anita Buerkle
Phone Number: 763-417-1700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    56,393
    MILLIONS
  • Total Number of Accounts
    128,050
    ACCOUNTS
  • Average Account Value
    $440,396
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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