Michael
Sato
Buck Wealth Strategies, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Sato is a financial advisor working out of Honolulu, Hawaii with 1 year of relevant experience. Sato is currently employed by Buck Wealth Strategies, LLC. Throughout their career, Sato has worked at E.A. Buck Insurance Dba E.A. Buck Financial Services, American Income Life, Sadie'S Bbq Inn, Island Pacific, Timberland Hawaii, Bruce Matson Co, Nordic Pcl, Self Employed Golfer, Ucsd, Madison Avenue Securities, LLC, Ae Wealth Management, LLC and Buck Wealth Strategies, LLC. Sato maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Hawaii. Buck Wealth Strategies, LLC is an advisory company operating out of Denver, CO. The firm has offices in seven locations and a total of 67 advisors. It oversees $134 million in assets across its 892 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 892 accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services typically depend on the financial services provided. Fee types billed by Buck Wealth Strategies, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Buck Wealth Strategies, LLC Brokerage Details
$134,250,617
67
892
$150,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Sato Work History
Michael has been registered as a financial advisor for 1 years.*
Buck Wealth Strategies, LLC
E.A. Buck Insurance Dba E.A. Buck Financial Services
Madison Avenue Securities, LLC
Ae Wealth Management, LLC
American Income Life
Sadie'S Bbq Inn
Island Pacific
Timberland Hawaii
Bruce Matson Co
Nordic Pcl
Self Employed Golfer
Ucsd
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Sato to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Buck Wealth Strategies, LLC
Honolulu, HI
Denver, CO
Denver, CO
Denver, CO
Honolulu, HI
Kahului, HI
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
