Unclaimed Profile

William John Bredenberg

TRUBEE, COLLINS & CO., INC.·BUFFALO, New York

SIE, Series 1, Series 7TO, Series 8, Series 9, Series 10, Series 14, Series 24, Series 63, Series 65Clean record5 years registeredTRUBEE, COLLINS & CO., INC.

1350 ONE M & T PLAZA, BUFFALO, NY 14203CRD# 29533Firm CRD# 3618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William John Bredenberg · BUFFALO, NY

Registration

CRD #29533 · TRUBEE, COLLINS & CO., INC. · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUBEE, COLLINS & CO., INC.

TRUBEE WEALTH ADVISORS, INC.

Mar 2021 – Jun 2026

BUFFALO, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 8

Series 9

Series 10

Series 14

Series 24

Series 63

Series 65

Registration record

First registered · March 25, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUBEE WEALTH ADVISORS, INC.

CRD 3618 · SEC 801-70259

AUM

$617M

Regulatory assets under management

Employees

1,149 client accounts

Services offered by TRUBEE WEALTH ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TRUBEE WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does William John Bredenberg offer?

William John Bredenberg specializes in Investment Management.

What are William John Bredenberg's credentials?

William John Bredenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William John Bredenberg located?

William John Bredenberg is based in BUFFALO, New York, last registered with TRUBEE, COLLINS & CO., INC..

How does William John Bredenberg charge for services?

William John Bredenberg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUBEE, COLLINS & CO., INC.?

TRUBEE, COLLINS & CO., INC. has approximately 17 employees and manages $617M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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