Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Buehler is a financial advisor with over 18 years of experience in the industry. Emily has worked with a variety of financial institutions, including J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, Cetera Advisor Networks LLC, BMO Harris Financial Advisors, Inc. and LPL Financial LLC. Emily is currently registered with Wealthpenn.comllc, a firm with over $1 trillion in assets under management. Emily specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
10/04/2024 - Present
Wealthpenn.comllc (PHOENIX AZ)
AZ
02/05/2019 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
11/02/2017 - 12/04/2018
CETERA ADVISOR NETWORKS LLC (MESA AZ)
WA
04/15/2016 - 09/28/2017
WELLS FARGO CLEARING SERVICES, LLC (BOTHELL WA)
WA
10/01/2012 - 04/28/2016
J.P. MORGAN SECURITIES LLC (MERCER ISLAND WA)
WA
03/12/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (KIRKLAND WA)
TX
01/26/2009 - 03/23/2009
LOWELL & COMPANY, INC. (LUBBOCK TX)
AZ
07/29/2002 - 01/09/2007
MORGAN STANLEY DW INC. (PRESCOTT AZ)
IL
03/21/2002 - 05/24/2002
OBERWEIS SECURITIES, INC. (LISLE IL)
BOTH
Issued 3/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/28/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 3/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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