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Stephen John Buege

WEALTH MANAGEMENT RESOURCES, LLC·MANKATO, Minnesota
Clean recordWEALTH MANAGEMENT RESOURCES, LLC
226 N. BROAD STREET, MANKATO, MN 56001CRD# 2289692Firm CRD# 136981

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen John Buege · MANKATO, MN
Registration
CRD #2289692 · WEALTH MANAGEMENT RESOURCES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen John Buege is a registered financial advisor based in MANKATO, Minnesota, affiliated with WEALTH MANAGEMENT RESOURCES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LIFEPLAN FINANCIAL, LLC
LIFEPLAN FINANCIAL, LLC
AUM
$125M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LIFEPLAN FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: FINANCIAL PLANNING AND CONSULTING
Regulatory
SEC/IARD CRD# 2289692
Firm CRD# 136981
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen John Buege offer?
Stephen John Buege specializes in Financial Planning, Investment Management. Contact their office in MANKATO, Minnesota for a consultation.
What are Stephen John Buege's credentials?
Stephen John Buege is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen John Buege located?
Stephen John Buege is based in MANKATO, Minnesota, working with WEALTH MANAGEMENT RESOURCES, LLC. Their office serves clients in the MANKATO metropolitan area and surrounding communities.
How does Stephen John Buege charge for services?
Stephen John Buege's firm is compensated through percentage of aum, other: financial planning and consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT RESOURCES, LLC?
WEALTH MANAGEMENT RESOURCES, LLC has approximately 7 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH MANAGEMENT RESOURCES, LLC

Larry Allen Kuyper
MANKATO, MN
William Sean David Jamison
MANKATO, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)
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Research
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