Julie
Wiegert
Buska Wealth Management, LLC
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About this Advisor
Julie Wiegert is a financial advisor working in Wausau, Wisconsin, who has 2 years of industry experience. Wiegert works at Buska Wealth Management, LLC. Their career trajectory has included roles at Buska Wealth Management, LLC and Catholic Financial Life. Wiegert has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Wisconsin. Buska Wealth Management, LLC is a financial advisory firm based out of Wausau, WI. It has just five people on staff. It manages $195 million in assets under management among its 1,826 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,826 client accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. Buska Wealth Management, LLC provides a wide 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 fee schedules typically are based on which services are offered. However, fees charged by Buska Wealth Management, LLC likely consist of some combination of 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
Julie Wiegert Work History
Julie has been registered as a financial advisor for 2 years.*
Buska Wealth Management, LLC
Buska Wealth Management, LLC
Catholic Financial Life
*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 Julie Wiegert 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
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