Clayton
Buescher

World Equity Group, Inc

CRD#6737936
Investment Advisor
in Bozeman, MT

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About this Advisor

Clayton Buescher is a financial advisor based in Bozeman, Montana, working with World Equity Group, Inc. Clayton has previously held positions at Sparks Personnel Services, Vector Marketing, Cres Insurance Services, Lyft, Susquehanna University, Axa Advisors LLC, Massmutual, Mml Investors Services, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Jackson National Life Distributors LLC, Cantor Fitzgerald Capital, Triple L. Capital, World Equity Group, Inc, and Wealthvest. Clayton has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Clayton is part of World Equity Group, Inc, which operates out of Bozeman, Montana. The firm has 46 offices and 190 employees. The firm manages assets totaling $858.5 million and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at World Equity Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2485 Manley Rd
Bozeman, MT 59715

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World Equity Group, Inc Brokerage Details

Total Assets Under Management

$858,545,669

MT Average: $6,674,516,078
Total Number of Employees

190

MT Average: 44
Total Number of Accounts

3,103

MT Average: 2,564
Average Account Size

$276,682

MT Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Clayton Buescher Work History

2024 - Present (0 year)

World Equity Group, Inc

2023 - Present (1 year)

Wealthvest

2022 - 2023 (1 year)

Cantor Fitzgerald Capital

2021 - 2022 (1 year)

Cantor Fitzgerald Capital

2021 - 2021 (< 1 year)

Triple L. Capital

2019 - 2021 (2 years)

Jackson National Life Distributors LLC

2018 - 2019 (1 year)

Cambridge Investment Research, Inc

2018 - 2019 (1 year)

Cambridge Investment Research Advisors, Inc

2017 - 2017 (< 1 year)

Axa Advisors LLC

2017 - 2018 (1 year)

Massmutual

2017 - 2018 (1 year)

Mml Investors Services

2016 - 2016 (< 1 year)

Sparks Personnel Services

2016 - 2016 (< 1 year)

Lyft

2015 - 2015 (< 1 year)

Vector Marketing

2014 - 2014 (< 1 year)

Cres Insurance Services

2012 - 2016 (4 years)

Susquehanna University

Disclosures

Please visit the SEC profile of Clayton Buescher 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 World Equity Group, Inc

Jeffrey Orlando
Cary, NC
Bradley Underwood
Schaumburg, IL
Christopher Bourgeois
Houston, TX
Joel Kasten
Schaumburg, IL
Bennett Leiser
Schaumburg, IL
Shelbi Esparza
Houston, TX
Jason Lee
Houston, TX
Ronald Vairo
Southbridge, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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