Cole
Bruner
Buska Wealth Management, LLC
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About this Advisor
Cole Bruner is a financial advisor operating in Wausau, Wisconsin, with a total of 9 years of relevant experience. Bruner is currently employed by Buska Wealth Management, LLC. During their career, Bruner has held roles at Buska Retirement Solutions, Marketplace Home Mortgage, American Neighborhood Mortgage Acceptance Company, Namaste Traveling, LLC, Legacy Tax Solutions, LLC, Buska Wealth Management, LLC, Isagenix and Gradient Home Mortgage. Bruner holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Wisconsin. Buska Wealth Management, LLC is a firm that has its headquarters in Wausau, WI. It has just five people on staff. It manages $195 million in assets under management across its 1,826 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,826 accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Buska Wealth Management, LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically are based on the type of services. However, fees billed by Buska Wealth Management, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buska Wealth Management, LLC Brokerage Details
$194,632,544
5
1,826
$106,590
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cole Bruner Work History
Cole has been registered as a financial advisor for 9 years.*
Namaste Traveling, LLC
Legacy Tax Solutions, LLC
Buska Wealth Management, LLC
Buska Retirement Solutions
American Neighborhood Mortgage Acceptance Company
Marketplace Home Mortgage
Gradient Home Mortgage
Isagenix
*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 Cole Bruner 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 Buska Wealth Management, LLC
Wausau, WI
Wausau, WI
Wausau, WI
Wausau, WI
Wausau, WI
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.
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