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Dana William Buska

Feltl Advisors

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About Dana William Buska

Dana William Buska is a financial advisor with over 25 years of experience in the industry. Dana is registered with Feltl Advisors in Minnetonka, Minnesota. Dana has a wide range of experience in providing financial advice, with a focus on portfolio management for individuals and businesses. Previously, Dana was registered with MILLER JOHNSON STEICHEN KINNARD, INC., DEAN WITTER REYNOLDS INC., and NYLIFE SECURITIES INC. Dana is a licensed advisor in multiple states, including Arizona, California, Florida, Georgia, Illinois, Minnesota, Nebraska, New Jersey, New Mexico, New York, North Dakota, Pennsylvania, Texas, Virginia, and Wisconsin. Dana holds the Series 7, Series 31, Series 63 and Series 65 licenses and has earned the SIE designation. Dana is a Director of the Church Foundation at the United Methodist Church/ Hennepin Avenue in Minneapolis, Minnesota.

Firm Information

Dana Buska is currently registered with Feltl Advisors. Feltl Advisors is a registered investment adviser located in Plymouth, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and other businesses. They also offer other services such as selection of other advisers and wrap accounts through non-affiliated providers. Feltl Advisors has approximately $120,639,894 in regulatory assets under management.
Feltl Advisors

ONE CARLSON PARKWAY NORTH

PLYMOUTH, MN 55447

$120.64M

Assets Under Management

Not reported

Total Clients

15

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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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.

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wrap accounts through non-affiliated providers

Wrap accounts through non-affiliated providers

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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other

Percentage of assets under outside management

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Dana Buska’s Registration & Firm History

MN

08/30/2016 - Present

Feltl Advisors (Minnetonka MN)

MN

02/24/1997 - 12/11/2006

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNETONKA MN)

NY

12/01/1995 - 02/28/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

02/16/1995 - 11/08/1995

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/30/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 02/15/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Dana William Buska.
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