Scott Brueske, financial advisor Olympia WA
96 score

Scott Brueske

CRD Number: 1302836
Current Firm: Financial Advocates Investment Management

Scott Brueske (CRD# 1302836) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 33 years of experience in the finance industry. Scott Brueske has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Advocates Investment Management Bellevue, WA Nov 2016 - Current 1
Lpl Financial, LLC Bellevue, WA Nov 2016 - Current 1
Brueske Advisory Services Bellevue, WA Sep 2005 - Current 12
Scott Brueske Bellevue, WA Jan 2016 - Nov 2016 < 1
Various Insurance Carriers For W & R Insurance Agencies Woodinville, WA Jan 1985 - Nov 2016 31
Waddell & Reed, Inc. Bellevue, WA Sep 1984 - Nov 2016 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for Scott A. Brueske
Phone Number: 360-866-2345
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    2,779
    MILLIONS
  • Total Number of Accounts
    16,010
    ACCOUNTS
  • Average Account Value
    $173,577
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, LA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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