Logan
Woller
Buska Wealth Management, LLC
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About this Advisor
Logan Woller is a financial advisor who works out of Wausau, Wisconsin with a total of 2 years of relevant experience. Woller is an employee of Buska Wealth Management, LLC. During their career, Woller has held roles at Buska Wealth Management, LLC, The Plus, Teksystems, Tom James Company, Southwestern Advantage, Keep Area Teens Safe (Kats) and Imaginarium, LLC. Woller maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Wisconsin. Buska Wealth Management, LLC is an advisory business headquartered in Wausau, WI. The firm has just five people on staff. It manages $195 million in total assets among its 1,826 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,826 customer accounts, just 4% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business has a broad range 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 usually are based on which service is 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
Logan Woller Work History
Logan has been registered as a financial advisor for 2 years.*
Buska Wealth Management, LLC
Keep Area Teens Safe (Kats)
Imaginarium, LLC
Buska Wealth Management, LLC
The Plus
Teksystems
Tom James Company
Southwestern Advantage
*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 Logan Woller 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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