Unclaimed Profile

Stephen John Buege

WEALTH MANAGEMENT RESOURCES, LLC·MANKATO, Minnesota

Series 7, Series 63Clean record12 years registeredWEALTH 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 · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH MANAGEMENT RESOURCES, LLC

LIFEPLAN FINANCIAL, LLC

Dec 2013 – Jan 2018

MANKATO, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · December 17, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFEPLAN FINANCIAL, LLC

CRD 136981 · SEC 801-131454

AUM

$125M

Regulatory assets under management

Employees

533 client accounts

Services offered by LIFEPLAN FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFEPLAN FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen John Buege offer?

Stephen John Buege specializes in Financial Planning, Investment Management.

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, last registered with WEALTH MANAGEMENT RESOURCES, LLC.

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 Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Minnesota

MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)

City Guides

MINNEAPOLIS Guide EDINA Guide MINNETONKA Guide PLYMOUTH Guide BLOOMINGTON Guide

Research

Advisor Fees in Minnesota National Fee Analysis

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