Advisor at Busbee Wealth Advisors LLC
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Firm
Busbee Wealth Advisors LLC
Location
Cedar Rapids, IA 52402
Credentials
CFP®, Series 63
Industry experience
39 years
Jeffrey Busbee is a CFP® professional with 39 years of industry experience, currently serving as the sole advisor at Busbee Wealth Advisors LLC in Cedar Rapids, IA. His career includes roles at Harbour Investments, Inc., Securian Financial Services, Inc., and Minnesota Life Insurance Co. He also owns Busbee Wealth Strategies LLC, an insurance agency through which he engages in insurance sales and service. Busbee Wealth Advisors LLC provides discretionary asset management, financial planning, and project-based consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to construct portfolios and offers access to third-party investment solutions via the AssetMark platform.
Based on Busbee Wealth Advisors LLC
Financial planning fees range from $2,000 to $25,000 depending on service stage
2.00% annually
Commissions received from insurance sales by affiliated insurance agent
$275 per hour for financial consulting projects
1918 St. Andrews Ct. Ne
Cedar Rapids, IA 52402
Iowa
Busbee Wealth Advisors LLC
2022 - Present (4 years)
Harbour Investments, Inc.
2018 - 2022 (4 years)
Busbee Wealth Strategies LLC
2017 - Present (9 years)
Securian Financial Services, Inc.
2002 - 2018 (16 years)
Securian Financial Services, Inc.
1991 - 2018 (27 years)
Minnesota Life Insurance Co.
1986 - Present (40 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.
Series 65
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Series 65, Series 66
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Series 63, Series 65
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TRUEWEALTH STEWARDSHIP, LLC
Series 63, Series 66
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Lunea Wealth Management
Series 63, Series 66
Queen Creek, AZ
Bridgeway Wealth Management, LLC
Series 63
Cedar Rapids, IA
Stonefield Investment Advisory, Inc.
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