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Cole James Bruner

Buska Wealth Management, LLC

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About Cole James Bruner

Cole Bruner is an Investment Advisor Representative associated with Buska Wealth Management, LLC. Cole Bruner has been in the industry since December 2007 and has experience in various fields including insurance, tax planning, and travel. Cole Bruner focuses on providing financial planning and portfolio management services for individuals and businesses. Cole Bruner holds the Series 65 license and is registered with the state of Wisconsin. Cole Bruner is committed to providing personalized service and helping clients achieve their financial goals.

Firm Information

Cole Bruner is currently registered with Buska Wealth Management, LLC. Buska Wealth Management, LLC is a financial advisory firm headquartered in Wausau, WI, with 5 licensed agents and 7 investment advisor representatives. They manage approximately $393.6 million in assets for 3,001 clients, including both individuals and high-net-worth individuals. The firm offers financial planning, pension consulting, portfolio management for individuals, and selection of other advisors.
Buska Wealth Management, LLC

1818 GRAND AVENUE

WAUSAU, WI 54403

$393.60M

Assets Under Management

36

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cole Bruner’s Registration & Firm History

WI

01/06/2024 - Present

Buska Wealth Management, LLC (WAUSAU WI)

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Licenses & Designations

IA

Issued 03/01/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cole James Bruner.
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