Advisors at this firm
Tiffany C
Series 63, Series 66
Bellevue, WA
B3 Wealth Strategies
Tiffany Cote is a financial advisor at B3 Wealth Strategies in Bellevue, WA, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Financial Advocates Investment Management. She also serves as a notary in Bellevue. B3 Wealth Strategies provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, and business entities. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and supports clients through discretionary management, fiduciary consulting, and educational seminars.
Alexander B
CFP®, Series 66
Bellevue, WA
B3 Wealth Strategies
Alexander Brueske is a CFP® professional with 13 years of experience in financial advising. He has worked at B3 Wealth Strategies since 2019 and previously held roles at LPL Financial, Financial Advocates Investment Management, and Waddell & Reed Inc. Brueske also provided limited advisory services through his independent firm, Brueske Advisory Services, for transitioning assets to LPL Financial’s RIA platform. B3 Wealth Strategies offers investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, and business entities. The firm manages client portfolios with ongoing supervision and periodic rebalancing, using a combination of fundamental, technical, and cyclical analysis, and provides educational seminars and newsletters that are uncommon among supported advisers.
Scott B
CFP®, Series 63
Bellevue, WA
B3 Wealth Strategies
Scott Brueske is a CFP® with 41 years of industry experience, currently serving as an advisor at B3 Wealth Strategies in Bellevue, WA. His career includes long tenures at Waddell & Reed, Inc. and LPL Financial, along with founding Brueske Advisory Services, an independent RIA through which he provides limited services during asset transitions. B3 Wealth Strategies offers investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, and other business entities. The firm manages client portfolios with ongoing supervision and periodic rebalancing, utilizing fundamental, technical, and cyclical analysis while providing discretionary asset management, fiduciary consulting, and educational seminars.
Spencer B
CFP®, Series 66
Bellevue, WA
B3 Wealth Strategies
Spencer Brueske is a CFP® with 13 years of industry experience, currently serving at B3 Wealth Strategies in Bellevue, WA. His prior roles include positions at LPL Financial, Financial Advocates Investment Management, and Waddell & Reed, Inc. He also operates Brueske Advisory Services to facilitate the transition of assets to LPL Financial’s RIA platform. B3 Wealth Strategies provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, and business entities. The firm employs a tailored investment approach with ongoing portfolio supervision and offers services such as fiduciary consulting, participant education, and access to third-party managers through LPL Financial’s Strategic Wealth Management platform.