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Cole James Bruner

BUSKA WEALTH MANAGEMENT, LLC·WAUSAU, Wisconsin
Unclaimed Profile
1818 GRAND AVENUE, WAUSAU, WI 54403CRD# 6311944Firm CRD# 170627
01

About

Cole James Bruner is a registered financial advisor based in WAUSAU, Wisconsin, affiliated with BUSKA WEALTH MANAGEMENT, 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
03

Firm Overview

Firm
BUSKA WEALTH MANAGEMENT, LLC
BUSKA WEALTH MANAGEMENT, LLC
AUM
$268M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BUSKA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6311944
Firm CRD# 170627
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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