Advisor at Buska Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Buska Wealth Management, LLC
Location
Wausau, WI 54401
Credentials
Series 65
Industry experience
11 years
Cole Bruner is a Series 65-licensed advisor with Buska Wealth Management, LLC, based in Wausau, WI, where he has worked for 12 years. He has 11 years of industry experience and is also the managing member of Legacy Tax Solutions, LLC, which provides tax planning and preparation services. Additionally, Bruner is a co-owner of Emerald Night Club, LLC. Buska Wealth Management offers fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and retirement plans. The firm customizes investment programs based on clients’ objectives, time horizons, and risk tolerances, using fundamental, technical, and cyclical analysis, and maintains a formal co-advisor arrangement with Gradient Investments.
Based on Buska Wealth Management, LLC
Based on Buska Wealth Management, LLC
Financial planning fixed fee up to $2,500
$0+: 1.00% annually (flat rate applied to entire portfolio, tiered by portfolio size but single rate applied) $0+: Co-Advisor Gradient Investments Strategic, Tactical, Private Wealth, Allocation & Defined Outcome Portfolios: 1.25% total (0.25% GI + 1.00% Advisor) $0+: Co-Advisor Gradient Investments Preservation Portfolios: 0.75% total (0.25% GI + 0.50% Advisor) $0+: Client Directed Accounts: flat $300 GI fee + $300 Advisor fee
Managing member sells insurance products through affiliated company and receives commissions
Fee-only: Financial planning and consulting fixed fee up to $2,500, negotiable and may be waived or reduced
510 N. 17 Th Avenue, Suite A
Wausau, WI 54401
Wisconsin
Buska Retirement Solutions
2026 - Present (1 year)
Emerald Night Club, LLC
2025 - Present (1 year)
Namaste Traveling, LLC
2021 - 2024 (3 years)
Legacy Tax Solutions, LLC
2018 - Present (8 years)
American Neighborhood Mortgage Acceptance Company
2018 - 2019 (1 year)
Marketplace Home Mortgage
2015 - 2018 (3 years)
Isagenix
2014 - 2018 (4 years)
Buska Wealth Management, LLC
2014 - Present (12 years)
Buska Retirement Solutions
2007 - Present (19 years)
Buska Retirement Solutions
2007 - 2026 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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