Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Ryan Buman is a financial advisor with Cuso Financial Services, LP, a registered investment advisor. Jake has been a registered representative since 2016 and is also an Investment Advisor Representative (IAR). Jake has worked in the financial services industry for several years, holding previous roles at BMO Harris Financial Advisors, Inc., BMO Harris Bank, Wells Fargo Bank, N.A., and Community First Credit Union. Jake has earned the Series 6, 7, 63 and 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
11/07/2018 - Present
Cuso Financial Services, LP (Kimberly WI)
WI
04/19/2016 - 01/05/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (APPLETON WI)
IA
Issued 11/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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