Blue Bison Investments

Milton Blersch is a financial advisor at Blue Bison Investments with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Global Eye Investments Corporation and Wrp Investments, Inc. since the mid-2000s. Additionally, he is a member and CPA at Blersch, Wiesner & Company LLP, a limited liability partnership providing accounting services. Blue Bison Investments offers discretionary investment management to individuals, businesses, and nonprofit organizations, managing approximately $18.3 million in advisory assets. The firm focuses on individual-stock selection supported by funds, uses documented investment policies and risk controls, and maintains formal referral relationships with accounting professionals alongside an affiliated insurance services business.

Timothy Klauke is a financial advisor at Blue Bison Investments with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Global Eye Investments and Global Eye Investments Corporation. Blue Bison Investments provides discretionary investment management to individuals, businesses, and nonprofit organizations, managing approximately $18.3 million in advisory assets. The firm focuses on individual-stock selection complemented by funds, uses documented investment policies and risk controls, and maintains formal referral relationships with accounting professionals alongside an affiliated insurance services business.

Scott Wiesner is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is the owner of Blersh Wiesner & Company LLP, a CPA firm, and has held positions at Global Eye Investments Corporation and Wrp Investments, Inc. He operates as the sole advisor at Blue Bison Investments in Highwood, IL. Blue Bison Investments provides discretionary investment management to individuals, businesses, and nonprofit organizations, managing approximately $18.3 million in advisory assets. The firm’s investment approach focuses on individual-stock selection complemented by funds, employs documented investment policies and risk controls, and maintains formal referral relationships with accounting professionals alongside an affiliated insurance services business.