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
5 years
Logan Woller is a financial advisor at Buska Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Buska Wealth Management since 2020. Outside of his advisory role, he is involved with Buska Retirement Solutions, Inc. as an insurance agent. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and to retirement plans. The firm customizes investment programs based on client objectives and risk tolerance and employs a co-advisor relationship with Gradient Investments to implement model portfolios.
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, Inc.
2022 - Present (4 years)
Imaginarium, LLC
2021 - 2024 (3 years)
Keep Area Teens Safe (KATS)
2021 - 2024 (3 years)
Buska Wealth Management, LLC
2021 - Present (5 years)
Buska Wealth Management, LLC
2020 - 2021 (1 year)
UnEmployed
2020 - 2020 (1 year)
The Plus
2019 - 2020 (1 year)
UnEmployed
2019 - 2019 (1 year)
TEKSystems
2015 - 2019 (4 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 63, Series 65
Wausau, WI
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Series 66
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Series 65
Wausau, WI
Hoff Private Wealth
Series 65
Wausau, WI
Hoff Private Wealth
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