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Peter William Brey

BUENA VISTA INVESTMENT MANAGEMENT LLC·WISCONSIN RAPIDS, Wisconsin
Series 7, Series 63, Series 6515 years registeredBUENA VISTA INVESTMENT MANAGEMENT LLC
241 3RD STREET SOUTH, WISCONSIN RAPIDS, WI 54494CRD# 1017881Firm CRD# 123252

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter William Brey · WISCONSIN RAPIDS, WI
Registration
CRD #1017881 · BUENA VISTA INVESTMENT MANAGEMENT LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BUENA VISTA INVESTMENT MANAGEMENT LLC
BUENA VISTA INVESTMENT MANAGEMENT LLC
Aug 2010 – Dec 2024
WISCONSIN RAPIDS, WI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 16, 2010
Years registered · 15
03

Disclosure History

2003Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
BUENA VISTA INVESTMENT MANAGEMENT LLC
CRD 123252 · SEC 801-63732
AUM
$59M
Regulatory assets under management
Employees
1
170 client accounts
Services offered by BUENA VISTA INVESTMENT MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BUENA VISTA INVESTMENT MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Peter William Brey offer?
Peter William Brey specializes in Investment Management, Fee-Only Advisory.
What are Peter William Brey's credentials?
Peter William Brey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter William Brey located?
Peter William Brey is based in WISCONSIN RAPIDS, Wisconsin, last registered with BUENA VISTA INVESTMENT MANAGEMENT LLC.
How does Peter William Brey charge for services?
Peter William Brey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUENA VISTA INVESTMENT MANAGEMENT LLC?
BUENA VISTA INVESTMENT MANAGEMENT LLC has approximately 1 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BUENA VISTA INVESTMENT MANAGEMENT LLC

Joel Eugene Sullivan
WISCONSIN RAPIDS, WI
John L Moffat
WISCONSIN RAPIDS, WI

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