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Peter William Brey

BUENA VISTA INVESTMENT MANAGEMENT LLC·WISCONSIN RAPIDS, Wisconsin
BUENA 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
Brand Profile
Not yet started
Disclosure history
5 disclosures on file · See FINRA BrokerCheck for full record
01

About

Peter William Brey is a registered financial advisor based in WISCONSIN RAPIDS, Wisconsin, affiliated with BUENA VISTA INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BUENA VISTA INVESTMENT MANAGEMENT LLC
BUENA VISTA INVESTMENT MANAGEMENT LLC
AUM
$59M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BUENA VISTA INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1017881
Firm CRD# 123252
View on FINRA BrokerCheck →

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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. Contact their office in WISCONSIN RAPIDS, Wisconsin for a consultation.
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, working with BUENA VISTA INVESTMENT MANAGEMENT LLC. Their office serves clients in the WISCONSIN RAPIDS metropolitan area and surrounding communities.
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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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