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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kailey? Claim Your ProfileKailey Berendsen is an Investment Advisor Representative at Buska Wealth Management, LLC in Wausau, Wisconsin. Kailey has been working in the financial industry since 2014. Kailey has a Series 65 license. Kailey specializes in providing financial planning and portfolio management services for individuals and businesses. Buska Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm provides financial planning, investment management, and retirement planning services to individuals, families, and businesses. Buska Wealth Management, LLC is a fee-only firm, which means that they do not receive commissions from the sale of securities.
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.
Helps you choose top advisors aligned with your financial goals.
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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WI
09/14/2023 - Present
Buska Wealth Management, LLC (WAUSAU WI)
IA
Issued 09/06/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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