Unclaimed Profile

Spencer Alan Brueske

BRUESKE ADVISORY SERVICES, LLC·BELLEVUE, Washington

SIE, Series 7, Series 66CFPClean record13 years registeredBRUESKE ADVISORY SERVICES, LLC

11245 SE 6TH STREET, BUILDING B, BELLEVUE, WA 98004CRD# 6073802Firm CRD# 300689

Profile Verification

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

Identity

Spencer Alan Brueske · BELLEVUE, WA

Registration

CRD #6073802 · BRUESKE ADVISORY SERVICES, LLC · 13 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Dec 2025 – present

LPL FINANCIAL LLC

Nov 2025 – present

B3 WEALTH STRATEGIES

Jul 2019 – present

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Nov 2016 – Oct 2019

Bellevue, WA

WADDELL & REED

Jan 2013 – Nov 2016

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 29, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRUESKE ADVISORY SERVICES, LLC

CRD 300689 · SEC 801-116893

AUM

$396M

Regulatory assets under management

Employees

1,593 client accounts

Services offered by BRUESKE ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRUESKE ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Spencer Alan Brueske offer?

Spencer Alan Brueske specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Spencer Alan Brueske's credentials?

Spencer Alan Brueske holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Spencer Alan Brueske located?

Spencer Alan Brueske is based in BELLEVUE, Washington, working with BRUESKE ADVISORY SERVICES, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Spencer Alan Brueske charge for services?

Spencer Alan Brueske's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRUESKE ADVISORY SERVICES, LLC?

BRUESKE ADVISORY SERVICES, LLC has approximately 6 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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