Blue Bison Investments

Milton Blersch is a financial advisor at Blue Bison Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Global Eye Investments Corporation since 2008 and Wrp Investments, Inc. from 2004 to 2008. He is also a member and CPA at Blersch Wiesner & Company LLP, a certified public accounting firm. Blue Bison Investments provides fee-based investment management to individuals, companies, and charitable organizations. The firm manages diversified portfolios using stocks, bonds, ETFs, and mutual funds, with a focus on individual-stock selection and risk management through position sizing, diversification, and disciplined sell strategies.

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 at Blue Bison Investments with 23 years of industry experience. He has worked at Global Eye Investments Corporation and Wrp Investments, Inc., and is also the owner of a CPA firm, Blersch Wiesner & Company. Blue Bison Investments provides fee-based investment management to individuals, companies, and charitable organizations, managing approximately $21.5 million on a discretionary basis. The firm offers personalized portfolio management with an emphasis on individual-stock selection and risk controls, supported by a three-advisor team.