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Cole James Bruner

BUSKA WEALTH MANAGEMENT, LLC·WAUSAU, Wisconsin
Series 65Clean record12 years registeredBUSKA WEALTH MANAGEMENT, LLC
1818 GRAND AVENUE, WAUSAU, WI 54403CRD# 6311944Firm CRD# 170627

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cole James Bruner · WAUSAU, WI
Registration
CRD #6311944 · BUSKA WEALTH MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

BUSKA WEALTH MANAGEMENT, LLC
Apr 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 15, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BUSKA WEALTH MANAGEMENT, LLC
CRD 170627 · SEC 801-122395
AUM
$268M
Regulatory assets under management
Employees
7
2,336 client accounts
Services offered by BUSKA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BUSKA WEALTH MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Cole James Bruner offer?
Cole James Bruner specializes in Financial Planning, Investment Management. Contact their office in WAUSAU, Wisconsin for a consultation.
What are Cole James Bruner's credentials?
Cole James Bruner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cole James Bruner located?
Cole James Bruner is based in WAUSAU, Wisconsin, working with BUSKA WEALTH MANAGEMENT, LLC. Their office serves clients in the WAUSAU metropolitan area and surrounding communities.
How does Cole James Bruner charge for services?
Cole James Bruner'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 BUSKA WEALTH MANAGEMENT, LLC?
BUSKA WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $268M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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