Advisor at Buena Vista Investment 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
Buena Vista Investment Management LLC
Location
Wisconsin Rapids, WI 54494
Credentials
Series 63, Series 66
Industry experience
24 years
Todd Cour is a financial advisor with Buena Vista Investment Management LLC in Wisconsin Rapids, WI, holding Series 63 and Series 66 designations and having 24 years of industry experience. He previously worked at Regal Investment Advisors LLC for four years and operated Cour Financial for 13 years. Outside of advisory services, he is involved in life insurance and annuity sales. Buena Vista Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporate pension and profit-sharing plans, and charitable institutions. The firm builds customized portfolios combining diversified mutual funds, ETFs, individual equities, and fixed-income securities, and employs discretionary portfolio management with periodic reviews and reporting.
Based on Buena Vista Investment Management LLC
Based on Buena Vista Investment Management LLC
Fixed financial planning fees ranging from $1,000 to $25,000, negotiable.
$0 - $250,000: 1.40% $250,001 - $1,000,000: 1.15% $1,000,001 - $1,500,000: 0.90% $1,500,001 - $5,000,000: 0.75% Above $5,000,000+: Custom/Negotiated
Insurance commissions earned by licensed insurance agent Todd Cour in addition to advisory fees.
$250 per hour for financial planning services, negotiable.
Minimum fee: Base fee of $240 per account plus tiered percentage fees. Fee-only: Financial planning fixed fees between $1,000 and $25,000; hourly fees $250 per hour, negotiable.
478 East Grand Ave, Suite 202
Wisconsin Rapids, WI 54494
Wisconsin
Regal Investment Advisors LLC
2013 - 2017 (4 years)
Cour Financial
2006 - 2019 (13 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
Wisconsin Rapids, WI
Sullivan Investment Management LLC
CFP®, Series 63, Series 65
Stevens Point, WI
Whealthy Empowerment Network
Series 65
Stevens Point, WI
Evexia Wealth, LLC
CFP®, CFA®, Series 66
Stevens Point, WI
Evexia Wealth, LLC
Series 63, Series 65
Stevens Point, WI
Evexia Wealth, LLC
CFP®, Series 63, Series 65
Stevens Point, WI
Evexia Wealth, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")